Pinkspider

    • PinkspiderPinkspider
      ·02-02 18:57
      The trade war has officially begun, here’s our take on it: 1. New tariffs of 25% on Mexico, 25% on Canada, and 10% on China are now live. We must first put this into perspective 2. Mexico and Canada’s exports to the U.S. account for approximately 78% and 77% of their total annual exports, respectively 3. U.S. exports to Mexico and Canada account for approximately 16% and 17% of total U.S. annual exports, respectively 4. U.S. exports to Mexico and Canada are ~$320 billion and ~$360 billion respectively, which is less than 2.5% of U.S. GDP 5. On the other hand, these exports represent 20%–30% of Canada and Mexico’s GDP. This trade war is clearly lopsided 6. The real wildcard here is how China will respond to the additional 10% tariff. We expect higher prices for consumers soon 7. This comes
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    • PinkspiderPinkspider
      ·02-02 18:32
      Big names reporting this week. $PLTR, $GOOGL, $AMZN, $PYPL, $SNAP, $AMD, $ARM and $QCOM. Events this week: • ISM MANUFACTURING PMI (MON.) • JOLTS JOB OPENINGS (TUES.) • ADP NONFARM PAYROLLS (WED.) • ISM SERVICES PMI (WED.) • JOBLESS CLAIMS (THURS.) • NONFARM PAYROLLS (FRI.) • UNEMPLOYMENT RATE (FRI.) • AVERAGE HOURLY EARNINGS (FRI.) • CONSUMER SENTIMENT (FRI.)
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    • PinkspiderPinkspider
      ·02-02 02:08
      I think $GRAB is up next. Going to highlight all of the DD I've been compiling on this name over the past month so it'll be a long post. Would love to hear counter perspectives, people who think the thesis makes sense & where folks see the issues/opportunity on this ticker. I have a heavy position of around $80K+ that could be used in many other names (like buying the $NVDA dip which probably would be much safer) so to me, there is a level of asymmetry that I think can play out over the coming years. Alright, I've spent a minimum of 100 hours over the past month going deep on this one...let's get into it. So, what's $GRAB? In short, Grab is a super-app in Southeast Asia. Think PayPal, Shopify, Uber and Doordash combined. The super-app concept has not worked well in America, maybe Elon
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    • PinkspiderPinkspider
      ·02-01 22:31
      BREAKING: President Trump has just signed an executive order that officially imposes 25% tariffs on imports from Mexico and Canada. A 10% tariff has also been placed on China. Energy products from Canada will have tariffs at a lower rate of 10%. Tariffs are now live. Exciting week to see how the WS react ? 
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    • PinkspiderPinkspider
      ·02-01 17:06
      This is a sign of demand challenges in Q1, which I think will be Tesla's weakest quarter this year for three reasons: • Brand sentiment • Lower Model Y production because of the design refresh • Demand pulled forward in Q4 2024. Many buyers who would have normally purchased this quarter decided to buy in Q4 2024 to take advantage of promotions and discounts. This reduced the number of buyers in Q1.
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    • PinkspiderPinkspider
      ·02-01 16:47
      More confirmation from Trump on tariffs in a press briefing just now. He has confirmed: - Absolutely will put tariffs on the EU and they will be "substantial." - Aiming for tariffs on oil gas by Feb 18th - Tariffs on steel in discussion now - Tariffs on chips eventually - Not concerned with market reaction to tariffs Looks like the market now has to figure out how they want to react and price in what seems like inevitable tariffs.
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    • PinkspiderPinkspider
      ·02-01 01:55
      It’s official, the 25% tariffs on all Canadian good. Goes live at midnight tonight. Decades of free trade are over. How will it impact the market? Inflation may rise in a short term as Canada probably will have to raise their price on the goods . Things will get more expensive as $TSLA raise something like 9000 on Model Y for Canada market. 
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    • PinkspiderPinkspider
      ·01-31 18:40
       Some quotes from $AAPL Apple's Q4 earnings call: On iPhone 16 sales, Cook stated, "If you look at it from launch to the end of the December quarter—so that goes back to September—the iPhone 16 family is outperforming the iPhone 15 family." When asked about Apple's smartphone innovation over the next two to three years, he expressed strong confidence in the company's roadmap, saying, "I think there’s a lot more to come, and I could not feel more optimistic about our product pipeline. So I think there’s a lot of innovation left on the smartphone."
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    • PinkspiderPinkspider
      ·01-31 18:39
      President Trump today warned that he will impose 100% tariffs on all BRICS nations should they attempt to replace the US Dollar. Over 30 countries have shown interest in becoming part of the BRICS alliance. Additionally, Trump has declared a 25% tariff on imports from both Canada and Mexico. He said: "These tariffs are set to go into effect on February 1st and may or may not rise with time."
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    • PinkspiderPinkspider
      ·01-31 18:39
      According to the WSJ, $AMZN Amazon is significantly increasing its ad spending on Elon Musk’s X after pulling back over a year ago, with CEO Andy Jassy involved in the decision. Spending is expected to rise substantially. Meanwhile, Apple has discussed testing ads on X after pausing its ad budget in late 2023. Other brands that previously reduced spending on the platform are also reconsidering, influenced by shifting political dynamics and Musk’s growing influence in Washington.
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