Bald vs Redhead

• Amazon ($AMZN) will now show Trump’s tariffs on every product — straight on the site.
• Clearly a Bezos move. The man might be trying to save global trade single-handedly.
• The White House called it a hostile and political act.

p.s. Somewhere in China, Jack Ma is having a flashback

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There’s serious activity in crypto.
We’re seeing biggest inflows of the past 5 months.

Tether is minted new USDT.
Whales are aggressively accumulating BTC and ETH. Buying pressure is building up.

If they collect enough liquidity in futures, they’ll send it flying upwards.

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If you bought European Stocks in 2000, you finally broke even after 25 years and now you're praying that you didn't double top.

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Here’s how the market cap of the Magnificent 7 names have changed from the start of 2024 to today

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Once you’re in, you’re in.

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Meta is launching a new app powered by its AI model, Version 1 (V1).

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After Donald Trump’s first 100 days back in office, the S&P 500 is down.

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Canada imported ~5 million immigrants in the last decade (2014-2024), increasing their total population by ~15%.

Per capita, they’ve had almost no economic growth.

It's hard to imagine any government failing more than the Liberals have, yet Canadians just reelected them again.

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UNPOPULAR OPINION

AI isn’t going to kill $GOOGL it’s going to supercharge it

Google Cloud revenue: $12.3B up 28% YoY
Google Cloud operating margin: 17.8% up from 9.4%

Google Cloud is a monster

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$GOOGL CEO Sundar Pichai earned $10.7M in 2024.

His total compensation rose 22% from the previous year — boosted by $8.3M spent on personal security during trips and meetings with world leaders, where AI and regulation were key topics.

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Rushing will get you nowhere.

Patience is the key.

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Pre market futures taking a bit of a nose dive after the weak ADP employment

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🚨 US ADVANCE Q1 GDP -0.3% (CONSENSUS +0.3%)

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U.S. S&P 500 E-MINIS DOWN 0.85%
NASDAQ 100 E-MINIS DOWN 1.24%
DOW E-MINIS DOWN 0.37%

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BREAKING: The odds of a recession in the US surge to a new high of 74% after Q1 2025 GDP data comes in at -0.3%.

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A slow start.

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BREAKING: President Trump says "this is Biden's stock market, not Trump's" and that "tariffs will soon start kicking in."

Trump says "we have to get rid of the Biden overhang" for the economic "boom" to begin.

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BREAKING: S&P 500 losses accelerate to over -2% on the day as markets price-in higher odds of recession following Q1 GDP data.

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