Gym equipment just got removed from Section 232 tariffs. Effective April 6.
Peloton's Bike and Tread frames are steel + aluminum manufactured overseas.
~$20-25M in annual tariff savings. On a $4 stock, that's $0.03-0.04/share straight to the bottom line.
Nobody's talking about this. $PTON
Portfolio update:
Still holding every single $BYND share.
Not selling.
Earnings?
No surprises. Everything playing out as expected.
What is interesting:
Beyond is now targeting GLP-1 users.
I’ve been talking about this pivot for months.
Drunk Masshole on the left cursed out and berated her girlfriend numerous times as their friends all left one at a time. Admitted she was a bad tipper straight to the bartenders face. Masshole then went to the bathroom and came back like this…Karma won this time. #patriots#tp
@niccruzpatane When Tesla goes full FSD, I want autonomous charging. When I fly to a distant city, I want to send my Tesla to meet me there with possible multiple charges.
Tesla Full Self-Driving is driving me across the country.
No LiDAR, no radar, and no pre mapped areas. Just pure vision and real-world AI.
Over 1,000 miles without any interventions.