Dr Trump: Cheaper Eggs and Tariffs

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

• Made up numbers?
• Ouch. Where’s that Seinfeld meme?
• Buy, if you can.

If that’s enough to get the market eviscerated, read on…

AI Collision 💥

Here are some numbers on a page.

Here are some more numbers on a page.

There is a lot of contention online many of these numbers are made up. That none of these countries actually charge the US these tariffs. That the number is achieve by dividing the trade deficit with that country by the exports from that country to the US.

It certainly does look that way.

And the impact of all this…

I think you’re getting the idea by now.

Get ready for a lot of this meme tomorrow:

A few days ago I wrote to you and said,

If you can hold tight, remain calm, maintain conviction and slowly deploy capital, I think that even though it’s been a rough year for AI stocks in 2025, it is still the best chance to buy stocks that long term will deliver portfolio-changing returns.

And ended with,

Trump isn’t going to kill the engine room of America’s economy. Yeah, there might be some pain, and he’s probably told them all as much – but he’s no doubt promised that in order to make America great again, he needs all those companies firing on all cylinders and making the American stock market great again.

That will come. Trump will forcefully make it so. I think that means every company I mentioned today is worth going over another couple of times and looking to either add to your portfolio for the long haul, or if you’re already there, adding to the allocations.

Yep, it’s high-risk stuff. But by golly me, this is a great time to be buying tech stocks (while dollar cost averaging) for the long term.

I listened to his speech on the tariffs. He boasted about his first term and the market’s 80%-plus returns. He then went on to say that the numbers from this term would be even more impressive and bigger.

But the market is about to eviscerate much of that rhetoric. And all the discounted stocks I mentioned on Monday are about to be at an even heavier discount.

Will it get even worse from what it looks like doing today? Possibly. Or the market will eat up all the bids on the open, these stocks will open five, seven, 10% down and then bounce back to evens.

Or maybe as the market gets closer to launch for the day the red becomes green.

Or the stock market has one of those days like 5 August 2024, when the Yen carry trade smashed the market.

Or maybe it’s one of those historic days where the market is so bad, it’s recorded in the history books as like “Terrible Tuesday” or something like that.

If that’s the case, get your capital ready. I am. I’m just having trouble trying to figure out what to buy. But I think this drama short term is concerning, and I don’t like it, you don’t like it, nobody likes it. So, park that, assess the long term view of great stocks in the market, and buy, but keep some capital ready if it heads lower, and buy, and if volatility remains flavour of the day progressively pound-cost-average into the market where you can with the risks considered.

I think moments like these are generational buying moments, and that with the right calm, reasoned, rational and active approach, in the years to come you’ll be thankful you added to your wealth when Trump’s tariffs tore the market down.

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Busters & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

Bust 📉

• AMD (NASDAQ:AMD) down 7%
• Rambus (NASDAQ:RMBS) down 7%
• Intel (NASDAQ:INTC) down 7%

Bust 📉

• Arm (NASDAQ:ARM) down 6%
• Baidu (NASDAQ:BIDU) down 6%
• Palantir (NASDAQ:PLTR) down 5%

From the hive mind 🧠

• Can he save Intel? Can the giant chip maker turn around their fortunes and once again sit atop the US semiconductor market? He’s going to give it a crack.
• Aren’t Nvidia GPUs supposed to not be making their way to China? Well maybe it’s just China buying things up while they can before they get a lot more expensive!
• It’s all about walking more like a human. And Optimus is certainly getting there.

Artificial Polltelligence 🗳️

Weirdest AI image of the day

The amusement park

ChatGPT’s random quote of the day

Thanks for reading, and don’t forget to leave comments and questions below,

Sam Volkering

Editor-in-Chief

AI Collision