So you're assuming that no one in Trump's circle made any trades in advance of yesterday's tariff pause cancellation? Do you know the exponential return you could get on a short-term option when the underlying investment moves 20% in a day?
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Was thinking about that. The whole hardware cycle needs a sanity check where phones, PCs, money of the annual "improvements" are now just software slop, AI slop or deck chair rearranging, or breaking things that used to work.