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@MATISA2022
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In trade economics, US tariffs on Japanese goods are paid by American importers to the US government, not Japan directly. Trump's announcement frames it as Japan "paying" via reciprocal tariffs and $550B investments, but costs typically pass to US consumers through higher prices.
Hershey is increasing their prices by 20% due to higher prices from tariffs. And take a wild guess who is paying for all of it?
JPM trading desk: "SPX has seen 3m gains (7 of 7 times since 1950) following a 10% correction that happened within 1m of ATHs"
Aaaaaaaand we're live!
On 19 March, we sent the below alert to our subscribers that we were reinvesting all cash - right before this rally began. Why? Bearish sentiment was extreme, CTAs were net short and liquidity was turning. Info on our research solution: alphatarget.com
No "Tesla announced no material progress on full self driving - they are still at level 2 autonomous (requires a human driver) vs Alphabet's Waymo at Level 4 (no human driver needed)." - Josh Brown Waymo's are loaded with sensors. Existing TSLA models don't have the capability.
I'm long UBER and think the Telsa fanboys are dense too... but Telsa doesn't need to CAPEX the vehicles. They can open it to existing Telsa owners to use their vehicles.
$UBER Bill Ackman's Pershing Square - Investment thesis in Uber 👀
Meanwhile Tesla sales collapse across Europe as BYD dealerships start to open.
Truck tried to kill him but still manages to praise Tesla. Peak stupidity. 💀 $Tsla
But full AV at scale is just a year or two away. $UBER $TSLA $GOOG
Bill Ackman revealed a $2.3B stake in $UBER (1.4% of the company) this week, and honestly... I can see why.
BILL ACKMAN HAS TAKEN A $2.5B LONG POSITION IN $UBER 👀
Bill Ackman @BillAckman just bought $2bn+ in $UBER. In this video, I discuss why I think he see's a "massive discount" and why the recent developments in AI are a HUGE benefit for UBER in the long-term...
JUST IN: Bill Ackman now owns 33.3 Million shares of $UBER
Never bet against @dkhos. Btw - the @BillAckman news dropped while Dara, Diller & I on stage together in Miami. At 33 M rides a day $UBER clearly the market leader - plus Dara understands the risks of robotaxi. One of greatest financial turn arounds in biz history. 🚀
Beginning in early January, we began acquiring a position in @Uber. Today, we own 30.3 million shares. I have been a long-term customer and admirer of Uber beginning when Edward Norton showed me the app in its early days. I was also fortunate to be a day-one investor in the…
$UBER In my opinion, we see $100 in 2025 Weekly chart is printing a bullish engulfing candle. Earnings are out of the way. FCF is off the charts. Robotaxi takeover may be overhyped. Generational company.
United States Trends
- 1. McDermott N/A
- 2. Beane N/A
- 3. #MLKDay N/A
- 4. Dr. Martin Luther King Jr. N/A
- 5. Don Lemon N/A
- 6. Dr. King N/A
- 7. Daboll N/A
- 8. Joe Brady N/A
- 9. Pegula N/A
- 10. Happy MLK N/A
- 11. Buffalo N/A
- 12. Dolly N/A
- 13. Nobel Peace Prize N/A
- 14. #MondayMotivation N/A
- 15. FACE Act N/A
- 16. Norway N/A
- 17. 25th Amendment N/A
- 18. MLK Jr. N/A
- 19. Christians N/A
- 20. Zac Taylor N/A
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