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The All-In Podcast
Bryan Johnson lays out deceptive practices by the food industrial complex

@bryan_johnson:

"There was a law passed by California that said, 'Baby food providers have to disclose heavy metals in their foods.'"

"So it went into effect January 1. So we go to Gerber's website. I can't find heavy metals results anywhere."

"And then I realized, my VPN's on, and I'm coming from a server outside of California."

"They've IP blocked it to California only origination, and they hide it."

@friedberg:

"No way. Wow."

@Jason:

"These (companies) are nefarious."

Bryan:

"It's really not good."

Friedberg:

" The system needs to be challenged and whatever's left will get hardened and whatever shouldn't be there will get blasted away and that's it."

Jason:

"But you gotta name and shame."

"That's the thing that really pisses me off. You gotta name and shame in order for them to do what's right."

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Finding Compounders
Using Mathematics to Make Money by Jim Simons https://t.co/5XIoPJpRs5
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$AMZN, $MSFT & $GOOGL: Why a long-term perspective matters. https://t.co/waFKJe7jTe
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The Kobeissi Letter
The results of our below poll are extremely interesting.

The MAJORITY of the 50,000 votes currently support President Trump's tariffs.

POLL: Do you support President Trump's tariffs?

Explain your reasoning in the comments.
- Yes
- No
- The Kobeissi Letter
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Finding Compounders
Peter Lynch on when to sell https://t.co/LJsbEKIFb0
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The Kobeissi Letter
The most shocking part about President Trump's "reciprocal tariffs" day:

The fact that tariffs were imposed on 185 countries AT ONCE and the news was not leaked in advance is incredible.

This is likely the largest wave of tariffs imposed by the US in history, and markets had no idea it was coming.

In fact, after the initial announcement of 10% baseline tariffs, stocks RALLIED because markets thought "that was all."

Then, when President Trump picked up the poster as shown below, stocks erased $2 trillion in minutes.

We are truly witnessing history.
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$NVDA is down 🔻30% from its January high.

Meanwhile:
🔹Revenue is growing 70%
🔹Free cash flow is up 125%
🔹It is trading at its lowest valuation in 6 years https://t.co/itUeqKKIti
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It might feel very uncomfortable, but days like today are the best time to add to your favorite stocks.

Did you do some buying today? https://t.co/1uQsi0fRIl
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AkhenOsiris
Actually seeing a cpl of upgrades this morning, Block and Zscaler...get the fack outta here 😂
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AkhenOsiris
Reuters:

Cambodia is facing tariffs of 49% that will hurt its garment and footwear industries and promise to crush hopes that it could attract investment relocating from other countries in the region.

It is a "very, very serious situation for the economy," said a Cambodia-based investment consultant who declined to be identified.

There is "nothing that Cambodia can offer as a negotiating tool, and will be at the back of a very long queue," he added.
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AkhenOsiris
Before the tariff barrage started a few weeks ago, there was still a camp that thought they would be used as a threat only and never put on 😂
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