tariffs

“I think if China, our geopolitical adversary is attempting to harm us by giving us solar panels subsidized at their taxpayer's expense we should do the textbook thing that you do when people are trying to do predatory dumping, which is buy as much of it as you…”

“There's so many complicated pieces of the puzzle from an AI standpoint that that I think it's going to be hard to disassociate the aggregation that is what's being tariffed into AI. And in talking to people over the weekend that are exposed to these large mode…”

“You know the big winner in tariffs right now is Pete Hegseth, man. I we were all, we were talking about last week. Signal this, signal that. Is he in? Is he out? And now that is a long since forgotten thing. So I if there's anyone that I think deserves credit …”

“I do think we probably need to take it literally at this point and assume that this is probably here to stay in some way, shape or form.”

“I think people are going to be stuck in this state of paralysis a little bit of like, what do we actually do right now? And inherently, I think that becomes self-fulfilling in the way that it's going to lead to a recession for us. I hope, again, I hope I'm wro…”

“But I do think it's interesting to see people like Dan Loeb, or Dan Loeb Bill Ackman break rank and start to come out and really be negative against these tariffs. I mean, we can joke and I have certainly on Twitter About him and changing his views and all thi…”

“Like for us, it's been like, it's accelerated customer pull and deployments.”

“I think that's bullshit because, like, you have Lutnik saying, like, we need millions of Americans screwing in tiny iPhones or whatever. And you, and they also say that the tariffs are going to replace income taxes. So if those things are true, then it's not a…”

“Yeah, no, we actually have seen quite a bit of uptick since the tariff stuff is happening.”

“The easy guess is like American manufacturing windfall, but that feels Like a big stretch, like no one's building a factory overnight. I feel like that happens in other parts of the world, not here.”

“The United States and Switzerland said on Friday that they had reached an agreement to lower a punishing 39% tariff on Swiss goods, a change that will help to reduce the cost of exporting Swiss pharmaceuticals, gold, watches, and chocolate to the United States…”