“So we're always helping Boeing. So the guys, the senior executives of Boeing follow me around like a puppy. Because every time I do a deal, and if you look at…”
Boeing rides every trade deal as forced jet purchases get bundled into bilateral agreements.
“And then we put GDP out on the blockchain, because if I'm publishing GDP, why not?”
GDP-on-blockchain push and commercial space commerce reorg signal real-economy data and satellite tailwinds.
“they dump them and they take the electric car, which cost them $30,000, and they sell it in Europe for $15,000. what happens is that has the effect of putting…”
Chinese EV/battery overcapacity and dumping keep crushing Western automakers like Volkswagen.
“What we came up with was $550 billion. they literally will finance any project we want to build in America as long as it's like a good cash-flowing project.…”
Japan trade deal funds US nuclear and infrastructure with 50/50 then 90/10 cashflow to America; sets up a US nuclear build cycle.
“The result is Ozempic and Mounjaro are on Medicaid and Medicare for $149 instead of not on it.”
MFN drug pricing crushes US branded prices but volume access (Ozempic/Mounjaro at $149) and tariff relief reset pharma economics.
“One of the drug companies, Merck, said they're gonna just give us their number one drug in the world. They're gonna give it to Medicaid, Medicare for zero.”
Merck giving its top drug to Medicaid/Medicare for free signals severe MFN margin pressure on big pharma.
“Korean stock market up 70%. Japan up like 20s or 30s. Europe. Up more than 15%, right? All of these up.”
Korea's reset trade terms drove its market up 70%; the deal-makes-them-stronger thesis favors Korean equities.
“This Friday I'm flying up to New York to Micron's groundbreaking of their tens of billions of dollar factory in upstate New York. That's just another example.”
Micron is breaking ground on tens of billions in US fabs, a beneficiary of CHIPS plus tariff-driven reshoring.
“In the greatest economy in the world, you're going to see 5. you're gonna see 5s, like, as in early in '26. And then if they cut rates, you'll see 6s.”
US heading to 5-6% GDP growth in 2026 on construction surge plus rate cuts; bullish broad US equities.
“That's a 4-nanometer plant. They are at better yields or equivalent yields than the best operating 4-nanometer plant in the world, which is in China.”
TSMC's US fab hitting China-level 4nm yields plus a $165B+ expansion makes it America's onshore chip backbone.
“if you give them better than what they have, you don't have to give them your best, you just have to give them better than what they have, right? This is his…”
NVIDIA gets China revenue back via H200 export licenses; the 25% tariff is a throwaway, so volume upside is real.
“10% of Intel. There's a lot of these deals where you could say all these companies that are on the bleeding edge of America, America's national treasures,…”
US government owns 10% of Intel and is steering CHIPS money to it; equity backstop limits downside.