$NVDA up 4%

$NVDA spent just $640,000 on federal lobbying efforts last year. One .gov decision just cost them around $180B in market cap in a matter of hours. Jensen is not one to play politics, he's good at creating cutting edge tech...but now it's time to turn that innovation into the

Don't jump on the headlines today about China tariffs rising to 245%—there has been no change in policy. The 145% tariff Trump placed on Chinese goods this year always needed to be added to duties in place before he took office Jan. 20. A handful of items were already at 100%.

$NVDA down close to 10% based on the h20 ban to China. China data center revenue amounts to around 10% of total rev for Nvidia, so the market is discounting all of it in one day. This seems oversold here, as that's assuming none of that future production can be shifted to other

Must watch: Deirdre Bosa hits this in the center of the target. Our nation's recent curbs on NVidia H20s, intended to slow China AI innovation, will enhance & accelerate Chinese AI innovation. This action will create the OPPOSITE of the intent. youtube.com/watch?v=7BiomU…

Markets closed tomorrow...looking forward to a weekday where my net worth doesn't decline.

U.S. President Donald Trump on Thursday signaled a potential end to the tit-for-tat tariff hikes between the U.S. and China that shocked markets, and that a deal over the fate of social media platform TikTok may have to wait. reuters.com/technology/tru…

💯

One of my good friends pointed this out…Here’s an excerpt from the Nobel Peace Prize Winner’s interview shortly before she won the prize. Democrats far and wide need to read this carefully. Governor Gavin Newsom Rep. Ilhan Omar Rashida Tlaib Nancy Pelosi Hakeem Jeffries Bernie Sanders Kamala Harris

Buying post tariff scares, DeepSeek noise and sentiment dips like this is when the real $$$$ is made. Micron Technology $MU 9.4x fwd P/E. Multi-year pricing leverage + supply constraints = massive earnings. Has had a nice run but still cheap in this pullback. Broadcom $AVGO

In the last 24 hours, 2 more Price Target upgrades for $MU to $450 and $500 as well as the CFO highlighting that HBM4 customer shipment are actually ahead of schedule. With recent boost in AI capex announcements and incredible pricing power, Micron could run to $600+ this year.

We may be reaching peak oil 'fear'. 1. The Greek tanker Shenlong successfully cleared the Strait of Hormuz in "dark mode" (beacons off) and is now in open water. 2. Currently, an estimated 30 tankers have switched off their AIS transponders (beacons) after leaving major oil

Iran’s barrage on the UAE loses momentum (Also just a surreal headline vs say two weeks ago) Omar Tamo

Nice little convoy just transited the Strait of Hormuz...transponders on.

Strait ship traffic starting to move (chart GS)

They should send huge convoys of inflatable tankers through the Straight of Hormuz at night to draw out drones and their positions. Repeat and rinse as necessary.

*GREEK SHIPOWNER DYNACOM SENDS ANOTHER TANKER OUT THROUGH HORMUZ

The Strait of Hormuz is today's Berlin Wall...increasingly dependent on lower level commanders who decide whether to keep operating the gate with the continued loss of central authority.

Bloomberg: Saudi Arabia’s crucial East-West pipeline that circumvents the Strait of Hormuz is pumping oil at its full capacity of 7 million barrels a day, according to a person familiar with the matter.  bloomberg.com/news/articles/…

This is wild: Citrini sent a dude with $15,000 cash, recording sunglasses, and a pack of Cuban cigars to the Strait of Hormuz. What he found flips everything Wall Street thinks about the strait on its head. Every hedge fund, every macro desk, every retired general on CNBC is