I don’t understand why Tariffs impact the Mag 7 except for Nvidia , Amazon and auto parts that Tesla procures . AFAIK meta , google, softie don’t “buy” things , they are made in america and are primarily software . So instead of going to consumer staples which may have supply chain in “tariffed” countries , are buying softie , meta safer ? Understand that Google has DOJ overhang . Don’t get it twisted, also with Tesla , I think they can swing a favor or two and make their cars faaaaaaar cheaper than GM, Ford and imports . So if traffis do hit , won’t your buy list be softie , meta and possibly Tesla ? Why are they falling ? What am I missing
I don’t understand why Tariffs impact the Mag 7 except for Nvidia , Amazon and auto parts that Tesla procures . AFAIK meta , google, softie don’t “buy” things , they are made in america and are primarily software . So instead of going to consumer staples which may have supply chain in “tariffed” countries , are buying softie , meta safer ? Understand that Google has DOJ overhang . Don’t get it twisted, also with Tesla , I think they can swing a favor or two and make their cars faaaaaaar cheaper than GM, Ford and imports . So if traffis do hit , won’t your buy list be softie , meta and possibly Tesla ? Why are they falling ? What am I missing
I'm looking forward to watching the livestream
Collin really like ur reviews about the stocks and their technical aspect
So many if, not including the big if
Listening on a human level to Lutnic talking about various topics made me realize that the person is not serious.
Just hope for the best, going to be a very bumpy ride
Colin. You and your brother are true American Icons. 🇺🇸🫡 I’ve been following SCR for years and recently started following you here. Love the content.