Matt Hamblen

@elon70669 Game over

@ElonmuskWIZ Yes

@Evelyn__020 So weird

Here it is, Fiona Hill's testimony from 2019:

@elonmuskelry Yes

@RightScopee Of course it’s hope!

SO FAR NO ONE HAS FOUND THE WORD IN THE BOX

@its_The_Dr 16

@krassenstein Lutnick is commerce unless I missed another change.

BREAKING: Trump’s treasury secretary, Howard Lutnick just suggested that Donald Trump participated in Jeffrey Epstein’s disgusting crime crimes.

@JDVanceNewsX Yes

🚨 BREAKING: President Donald Trump to reportedly work to ban federal bureaucrats from taking jobs at the companies they deal with and that they regulate. Do you support this? A. YES B. NO

@JDVanceNewsX A

🚨BREAKING: President Trump plans to randomly pick 2,000 people to visit Area 51 and see secret alien files—possibly revealing remains, ships, and weapons. No cameras allowed. Dare to join? A. YES B. NO

The old CHIPS Act is dead. Meet the new CHIPS deal. fierceelectronics.com/electronics/ol…

Qualcomm to buy Edge Impulse for IoT on latest Dragonwing processors fierceelectronics.com/iot-wireless/q…

As chip sales hit record, US Senate considers Commerce czar fierceelectronics.com/electronics/ch…

Gaza Riviera circa 2045 as seen from Trump Tower penthouse. (Credit ChatGPT)

Does the pause on US tariffs on Mexico for a month in exchanged for 10k Mexican national guard troops at the US border show Trump's strategy is working a tad?

@PatrickMoorhead Mexico prez announced 1 month delay in that tariffs Monday by agreeing to send 10k Mex national guardsmen to border.

We’ve been talking a lot about diversified technology supply chains a lot since the pandemic. We’re about to find out how diversified they are with the new crop of tariffs on China (10%) and Mexico (25%). There’s more PCA, PCB, PIM, and final assembly in Mexico than you might think. Think companies Foxconn, Flex, Sanmina, Jabil, TE Connectivity and more who manufacture there and export to the U.S. Wages in the Mexico manufacturing export sector are around $5 per hour. Of course, China dominates the field in all areas of tech production including non leading edge chips. Prices will rise for end products that have tariffs, plain and simple, until some of it is moved to different countries. It takes 6 months or more start to finish of a simple new final assembly plant and more time as complexity increases. Manufacturers are diversifying more to countries like Vietnam, Malaysia, and India. I don’t expect a lot more on shoring to the U.S. given labor costs and regulations. Typical export manufacturing hourly rate in China and Mexico are around $5 per hour with much lower labor and environmental regulations. I’m less clear on the tech impact to the 10% Canadian energy tariff. Guessing minimal but I’m sure this one will jump start more drilling and NLG in the U.S. I’ll be working today and next week to put a fuller piece of work together for advisory clients.

@PatrickMoorhead So chips and related electronics to be tariffed "eventually" per Prez, although there will be many related industries already drawn into the new tariffs.

As NTSB pores over fatal crash, Trump says Black Hawk flew too high fierceelectronics.com/sensors/ntsb-p…

Tariffs confirmed for China, Mexico, Canada to take effect Feb. 1 fierceelectronics.com/electronics/ta…

Mid-air crash kills 67; focus on Black Hawk and sensors fierceelectronics.com/sensors/mid-ai…

DeepSeek's chatbot cares about caring…or something fierceelectronics.com/ai/deepseeks-c…