@howardlutnick Let’s be honest, the biggest threat to national security at this point is Donald Trump himself.
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Vince Smith (vincesmith.eth)
516 posts
Vince Smith (vincesmith.eth)
@thealchemist66
Technologist. Fund manager at TCP. Wall St. vet (Morgan Stanley, Merrill Lynch) and serial entrepreneur (BthereTV, Halo, TCP, NomosNFT). #blockchain4good #NFT
New York, NY Katılım Mart 2011
676 Takip Edilen218 Takipçiler
In the long-run, even cuts to STEM funding are very good. Top STEM researchers belong in industry, not academia.
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@terranovajoe Just caught your segment on CNBC about the significance of the 2-4PM period. I wrote an algorithm that uses the levels set in the first 15 mins after 2PM as an input. You can see how significant they are below.
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@dieworkwear @Frankie5times You keep showing this workshop like it’s proof that all of the bags are made there. It may very well be the case that finishing touches are done there so that it can be claimed they are “made” in France. Are you really this naive or are you being paid? I’d guess the latter.
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@Frankie5times no, they don't manufacture the bags. here are photos of the workshop in france
vanityfair.com/style/2021/09/…
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This video has made the rounds on nearly every social media platform—and like others in its genre, it's led people to reduce fashion production to overly simplistic narratives.
So let’s take a look at why this bag might not be quite the same as the one you’d find at Hermès. 🧵
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@howardlutnick Trillions in market value lost and destabilized supply chains—all to “revive” that make up less than 8% of U.S. GDP and employ just 13% of workers. Even if every offshore factory job returned (they won’t—automation’s cheaper), it wouldn’t offset the self-inflicted damage.
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Calling U.S. factory workers 'cobblers' is insulting. President Trump is focused on bringing back high tech, high paying manufacturing jobs for hardworking Americans.
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@howardlutnick 4,000 jobs is nothing compared to a country with 350MM citizens. Even if there were 1,000 companies like Panasonic that would still only be 4MM jobs. We are going to lose 350MM jobs globally in the next 5 years due to automation and robotics. You are on the wrong track.
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@elonmusk You can’t be serious. Trillions in market value evaporated in just four days, and this is the justification for new tariffs? This might be the most laughable policy defense we’ve seen yet.
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Good points
United States Trade Representative@USTradeRep
In honor of @POTUS' historic trade action, USTR is spotlighting another 10 unfair trade practices faced by American exporters. 1/10: Over 100,000 Chinese-made American flags are sold every month on just one e-commerce platform alone, resulting in $2 million in lost sales for American manufacturers, which ultimately leads to lost job opportunities and business closures. American flags should be Made in America! Read the below thread for more.
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@AbrahamGYSimon @joetsai1999 Just because you don’t understand it, doesn’t mean it didn’t happen. David Tepper and other well known investors understand how they do it.
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$PDD just magically made US$4.9 billion on Transaction fee in Q1 2024. Probably @joetsai1999 also has no idea why! Given both $BABA and PDD gained similar eCommerce revenue (14b) & spent similar sales n marketing (3.5b). Magic Show.
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@ben_tern $PDD uses AI to sell $4 t-shirts and eventually EVERYTHING ELSE. $BABA is developing inferior cloud AI. They won’t even be able to use $NVDA Blackwell chips to power it. $BABA was the first chinese e-commerce platform but it’s now playing catch up.
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$BABA is developing cloud AI and $PDD sells $4 Tshirts…
kevin😴@kevinlhr88
Here’s a deep dive into why Pinduoduo $PDD, Parent company of temu, have dominated $JD and Alibaba $baba over the last 2 years and will continue to do so in the future. 🧵
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Vince Smith (vincesmith.eth) retweetledi
@kiantrades These puts are likely being shorted which is long exposure.
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@mdsoll315 my A.I. says $KWEB will be up 3-4% by the end of the week.
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$BABA $JD $BIDU $NTES $PDD $BILI $NIO $LI $XPEV $KWEB $Futu $jks $dq $mlco $tcom $fxi
WarInChineseBuffet 🇨🇳@dirtygreenpaper
The last time $KWEB had 6 closes above the 100DMA, it ended up gapping down 4%, and kept dropping for the next couple of months. Today, $KWEB had it's 6th close above the 100DMA, and the cluster of candles look similar. Tomorrow Fed decision. Moment of Truth for China ADRs.
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@KaramDhanoa1 $PDD to set off a rally in $KWEB tomorrow.
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@gifTrades $25.65 would be a typical 60% retracement. I buy more at $26 and load the boat at $25.65 if it actually gets there.
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@zachistrading @Albert_trades Blowout earnings will be the catalyst for a move above $150.
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Because I know you like good VPA plays @Albert_trades …. Check out $PDD.
Earnings coming up in March as well. 🏦 🙏🏾
Nashville, TN 🇺🇸 English
@PaperGainsInc I hope you cover before earnings are released or there will be pain.
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Favorite trade I opened today that I'll tell you about later?
$PDD 🩳
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@theinformation story Re: Temu does not include any new material information. Selloff is unwarranted. $PDD will likely report a blowout quarter as consumers worldwide are looking for bargains.
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