MX

greaper007

Many of the parts are made in the US. I dk, I do all my own MX and have had German and Japanese cars. The Japanese cars really weren't expensive for parts and we're very simple to work on. The German stuff otoh...well, there's a reason I only owned one German car.

rod_jammer

Not only are they shuttering a manufacturing line that has run successfully for nearly 15 years, producing their highest margin products in MS & MX....but they are planning on sinking $20B of capital spending into yet unproven/unprofitable products that generate no revenue. Elon is a genius...BUY!

motleyorc

I paid off my MX-5 with my META proceeds today 😊 https://preview.redd.it/io91arpq18gg1.jpeg?width=1080&format=pjpg&auto=webp&s=e5ba6ff093c27a44a684b447d963474efd5c1932

magicjohnson89

I was doing some research on NVTS and found MX. Chip company in South Korea. Mostly owned by institutions, cash rich, sorted out its losses. It's rebound isn't priced in so yes it's high risk but very high reward whereas I feel NVTS is high risk but lesser reward.

ICameSawAbstained

The most popular ones will likely have already seen a big pile-in, and hence might be late to the party.  Food for thought. Anyway: MX, TSSI, and UAMY.

ICameSawAbstained

Does NVTS have a signed supply contract/agreement? Whilst rumours are yes, there are zero SEC filings as conclusive evidence. NVTS current share price also already priced in the non-existent revenue.  MX is at an 80% asset backed share price/valuation, with a hard signed contract to Hyundai Mobis...

mathewgilson

NVTS > MX because NVTS is closer to profitability IMO

ICameSawAbstained

I'll do you one better. Check my posts, maybe a week ago, full depth DD. $MX

LongNVDA

https://youtu.be/PVDH3MX4MYI?si=zT0ZwnyjLfST5FE8

Opening-Connection42

Can’t trust any of Noden numbers he rigged them every month, How long have they done that? 4 Years of complete destructiom and decades socialism. Was never problem prior to sending Jobs to MX & China. Whose bright idea was that

ICameSawAbstained

Hyundai Mobis has a 2026 onwards supply agreement with MX and 2030 agreement with Infineon, in case anyone wants to dig behind the scenes for their componentry suppliers.

AdventureKittay

I own MX.TO (Canadain $ shares). The company is transitioning into a well positioned industry leader. I listened to their Nov 2025 investor conference as well and have done my DD. The balance sheet, debt to equity, 2026 projected eps looks good. It is definitely in a spot to outperform the peers. P/e is attractice and I estimated last week that the co is currently trading around 20% discount (margin of safety) to the intrinsic value. There is about 20 to 40% upside and technicals also support it. MX.TO is my biggest holding. Good luck.

Chicken65

This will cause massive US inflation. Because of USMCA and "transformation" rules within it, a US company could manufacture in MX using some Chinese parts like motors but the finished good would still be classified as Country of Origin Mexico and if it was exempt in USMCA then no tariff. But now that loophole still gets you no US based tariff but the company would have to pay the MX tariff for its global supply chain.

GrupoTecnoverso

Tbf I am in the UK but constantly move around US, CAN, MX and LATAM (some Asia every now and then)

moorhound

I've got what are probably the best earbuds I need, Sony WF-1000MX5s. They're great, but they fall out too much. Any other crippling audiophiles got any recommendations? I like to headbang and no one makes wingtip sleeves for this, just tip replacements that fuck up sound quality

honey_102b

the executives have recognized that the less than stellar gross margins were a big reason for downward pressure on the stock price for many years. remember, MU was one of the last tech companies to join the AI stock pump. mind you, a margin of 30-40% today is great, but not so when SK Hynix is doing 40-50. so if you recall in Aug, MU exited the Mobile NAND market and laid off the entire China workforce in this category. this is the segment that supplied the likes of Huawei, Honor for many years under Sanjay until the Chinese were able to supply themselves via YMTC. this one was an easy cut. also around that period they looked at the NAND roadmap (all ssds) and prioritised releasing Enterprise NAND first. note that it is normal to release consumer first (lowest grade, imagine Crucial BX series), OEM mass market next (supply Dell, Lenovo and their own Crucial MX or P series etc), then mobile (supply phone companies) then enterprise (data centre SSDs) then finally automotive because of the increasing complexity demanded by these segments for what is essentially the same wafer that takes about a full year to reach maximum performance capability from their respective qualification runs. Mobile was already gone, and consumer and OEM was pushed to AFTER enterprise, so today's announcement was several months in the making. at the time I assumed the purpose was to get the first next gen enterprise SSD out before anyone else (2027 btw). but to drop the lower grade NAND like this suggests they are doing everything they can to make margins better next Earnings call. it does not automatically mean higher profits because stopping NAND does not make capacity for DRAM or HBM it's a different kind of factory. and a wafer that did not meet enterprise spec cannot just be sold as enterprise wafer today just because you decided to stop selling to consumer market. what they can do is sell the consumer wafer for a higher price to an enterprise SSD manufacturer who will do something to pass it off as the same. and of course MU's operating cost for the consumer business unit will go to zero. overall, it's a little more profit for MU NAND segment but a lot more operating margins. read...more EPS...more stock price. tldr executives are making a lot of tough decisions for the stock price. better believe it.long MU.

MasterSexyBunnyLord

Then you have grounds for a lawsuit based on current securities law. Take your evidence to a law firm and go collect that sweet lawsuit cash. Or did you confound evidence for a conspiracy theory that has nothing to do with reality? Don't get sucked into this, brokers are legally liable if they don't give you the best fills. Not only to their customers but also to regulators. The SEC is not a joke, even at the low points of its history it is a tough as nails cop that has the power to levy fines instantly. It also has bipartisan support because politicians understand that people from all over the world invest their dollars here and that faith has to be maintained. If people start doubting in masses like you do they'll invest somewhere else. But by all means, try an options exchange outside the US that doesn't have ppof. The Montreal exchange (MX) is close to the US and ppof is illegal in Canada. You can witness it for yourself, it is pure crap. Even the biggest stock in the country, Shopify, will have a bid/ask spread ATM that will be like $2/$16. This is because market makers are optimizing for margin and not volume which means retail traders are left out in the cold Ppof was birthed by a con man as a grift but it mutated into something incredibly good. Don't take my word for it, look at the data pre and post ppof. Look at the data in countries that have it versus those who don't.

AutisticMisandrist

Jensen Huang blew these towers with Geforece MX250's.

CEO-of-SOXL

Just got back from Colima MX I think. Went for lasik surgery. Can’t see as well as I could with my contacts but still fine, and it was like $300

HustleCapGrp_YOLO

$MX Stock 🤑

HustleCapGrp_YOLO

MX

0o0o0o0o0o0z

> I actually really wouldn't be so certain of this... No, it would, the main driver would probably be job creation via employment and small businesses. Also, if you had anyone that had 2 brain cells to rub together, you could do something like I dunno the CHIPs act, try and bring some more critical manufacturing back to the states, or at least MX/CA. But since America is so highly bipolar with policy over the last two decades, no companies really want to invest. Sure, the Apples, NVIDIA, etc... might "pledge" X-billions of investment in the US, but that rarely, if ever, plans out -- remember Foxconn?

1SaBoy

Believe me I like driving. It was either this or Miata MX-5 for me. This won me over simply because of the zero down payment and monthly payment for as low as 350. I'm only leasing it for 2 years then after that I'll probably get myself an off road capable vehicle (GX 460 ❤️) or another truck lol

thrololololowaway

It might have been a chart with a logarithmic scale. Here's one: [https://www.macrotrends.net/2324/sp-500-historical-chart-data](https://www.macrotrends.net/2324/sp-500-historical-chart-data) You can also [go to Yahoo Finance, click the gear icon above the chart, and set it to "logarithmic."](https://finance.yahoo.com/quote/%5EGSPC/chart/#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) It makes sense that the S&P 500 increases exponentially for a few different reasons. So looking at it with a logarithmic scale makes it linear. However, keep in mind this is not an assurance that the market is fairly valued. Plenty of metrics show that the S&P 500 is historically overpriced; for example, relative to the earnings of the underlying companies. CAPE ratio is a metric of that, which is near an all time historical high.

SpaceCatVII

Guise I'm finally profitable again after blowing up my account on MX and PFE

ionic_bionic

Had the MX400, 15 y/o me thought it was the nuts until I realised it was the budget card in the lineup because I could barely crank the settings in most games.

Regardium-Leviosa

Had a total of three G402 (including one replacement by Logitech) that all suffered from the same issues. The quality is just absolute crap compared to older models like MX510/MX518. Infuriating

f0xinaround

MX6 all day. Listening to new albums on those bad bois is better than some drugs.

smart_doge

AirPods Pro Max or 1000MX6? All my home devices are Apple

Frozen_Shades

Hey Alexa, play MX by Deftones

SpaceCatVII

MX

ShotgunPayDay

Volatility is good if you know how to use stop loss. I washed yesterday doing it with this stock by $-100 because I trade like a coward. I also missed a small MX bump because of it. For penny stocks the bots are really really strong. They can make you sell and question life. With enough time you'll get enough ice water in you or you'll learn to enjoy the loss. To be able to resist all urges. My advice is to use swing trading tactics on these pennies.

MudHot8257

>Protest. I have. >Disrupt the system. In what sense, join ICE and drag my feet? >Call your local politician and ask questions about what is happening. My local politicians in California are just as neutered as the rest of us constituents. You wouldn’t know that since you’re speaking from the sidelines, you jackass. >Rauwe questions about your political system where money can buy politicians. No idea what you meant by this but presumably you’re saying be a vocal advocate against political lobbyism. I’ve had dozens of talks about citizens united and the dangers of allowing super PACs to curry political favor in exchange for money. >Don’t buy from people like Bezos and Musk. Do you understand how deeply entwined these multi multi billionaires are in our economy? It’s not as simple as: “Cancel your prime subscription and Bezos will go broke”. Here’s an AI slop list of a whole slew of companies that are Amazon subsidiaries. Bookpages Telebook IMDb Junglee PlanetAll LiveBid.com Accept.com Alexa Internet e‑Niche Incorporated Convergence Corporation Tool Crib of the North Back to Basics Toys Leep Technology Inc. MindCorps Incorporated Egghead Software OurHouse.com Joyo.com BookSurge (now CreateSpace) Mobipocket CustomFlix smallparts.com Shopbop TextPayMe Digital Photography Review (DPReview) Brilliance Audio Withoutabox Audible Fabric.com AbeBooks Shelfari Reflexive Entertainment Box Office Mojo Lexcycle SnapTell Zappos Touchco Woot Amie Street (Songza) BuyVIP Quidsi (Diapers.com & Soap.com) Toby Press LoveFilm The Book Depository Pushbutton Yap (speech recognition) Double Helix Games Teachstreet Kiva Systems (now Amazon Robotics) Evi Avalon Books UpNext IVONA Software Liquavista TenMarks Education, Inc. ComiXology Amiato Twitch Interactive Rooftop Media GoodGame Annapurna Labs 2lemetry Shoefitr ClusterK AppThwack Elemental Technologies Safaba Translation Systems Biba Systems Orbeus Colis Privé NICE Emvantage Payments Cloud9 IDE Curse, Inc. Westland Partpic harvest.ai Thinkbox Software Do.com Whole Foods Market Souq.com Graphiq GameSparks Wing.ae Body Labs Goo Technologies (Sumerian) Dispatch (Amazon Scout) Blink Home Sqrrl Ring PillPack Tapzo CloudEndure TSO Logic Eero Canvas Technology Sizmek Ad Server & Dynamic Creative Optimization Bebo E8 Storage IGDB INLT Zoox Wondery Umbra 3D Metro‑Goldwyn‑Mayer (MGM Holdings) Art19 Wickr Veeqo Spirit.ai Fig MX Player One Medical Additional Amazon-Owned Brands, Divisions & Services A9.com Shopbop Prime Prime Now Amazon Appstore Amazon Cash Amazon Digital Software & Video Games Amazon Marketplace Amazon Pay Kindle Store 1‑Click Amazon Fresh Amazon Go Treasure Truck Alexa Amazon Fire Fire TV Kindle Amazon Halo Amazon Luna Astro Kuiper Systems (Project Kuiper) Whole Foods Market (duplicate of 79) PillPack (duplicate of 90) Amazon Home Services Neighbors App Amazon Web Services (AWS) Mechanical Turk AWS Services (Aurora, Glacier, SageMaker, Lambda, S3, EC2, etc.) Amazon Drive Body Labs (duplicate of 84) Maybe by some miracle you haven’t used a single one of these companies’ products, go ahead and look up your top 10 favorite websites and see how many are hosted through AWS. Why don’t you come over here and fight on the front lines with the people you’re disparaging, rather than kicking people that are currently experiencing it? If you lived here you’d be doing the same exact thing, if not even less advocacy. It’s easy to critique when you’re watching from the sidelines, it’s harder when you have to actually face consequences for your actions.

Chrg88

Is the community here regarded? He’s going to banhammer products made outside the US/MX that contain chips. This is going to nuke some shit

Chrg88

MX - falls under USCMA

dansdansy

Yeah that's my thought, seems like it'd primarily affect India since China, MX, and Canada have special visa agreements with the US

andytobbles

You’re about to see for the first why that is about to change this next earnings. They’re literally increasing the prices on MX350s because they’re so hot right now. Helios server integrated racks are going to completely flip AMD on its head straight to the moon. An integrated unit that has open source chips pre installed? Direct competition to NVDA and the inference market as a whole, not everyone needs a Ruben or Blackwell.

AdvancedScheme273

I like $ORIS and $MX this week

Diamondhands4dagainz

MX5 RF or a GT86 gen 1 for a daily?

StinkyNameRightHere

MX5

Diamondhands4dagainz

MX5 RF or a GT86 gen 1 for a daily?

ItchyResponse0584

Someone realized they can't do shit here without the goods from MX a bit too late, it looks like

TutorCorrect3471

I know this isn’t a currency place lol but for anyone who cares about that… I am short USD/MXN and have been but even more going into next few weeks because: Fed meetings – Powell has made a point of showing independence and recognizes the importance of that to markets. He also sees the economy slowing in real time and an unpredictable tariff impact not to cut into. Trump threat to dollar – every blow to powells independence or to monetary policy, or Fed building cost overruns hurts the dollar and undermines the feds core independence Interest rate differential, carry trade will naturally push them apart Tariff boogeyman – so much of mexicos trade with US is already exempted and they’ve taken friendly tone, threat is instability politically or otherwise in MX, but unlikely (in terms of shaking up economy). Obvious risks of X-M with China and U.S. shrinking but broad reasons support Peso, health of Mexican economy generally looks good as well. All in all, I’ve been on this trade for a bit and enjoying the move, but think the risk reward continues to be in a great place. Open to any thoughts – BG

EvolvingDior

We have know that these tariffs on CA and MX do not cover the USMCA items since day 1.

rriggsco

How much of MX trade falls outside USMCA?

nyjets239

To be fair most of those countries were irrelevant asides from SK and JP. MX and EU has significantly more trading volume.

leeuwvanvlaanderen

Americans largely buy SUVs, which are already assembled domestically in Georgia and have been for decades. Yeah they can raise the price a few thousand dollars to offset the costs of importing sedans from MX, after all, domestic producers will raise prices because they face the same price pressures. Americans will pay the higher sticker prices because everything will cost more, and BMW will continue commanding a price premium. Not delusion, simple economics.

Aggravating_Fig6288

My VIX 19s will print. Don 🌮among all things is a pussy but he also would rather sell his soul than admit he was wrong. He’s not gonna chicken out of these this time without the EU, MX or CN giving him a horribly disproportionate “deal” that favors the USA. He knows the market will react then ignore he can get away with his horrific policies and the market goes up at the same time? Yeah he’s gonna keep these this time until the market or bonds freak the fuck out for real, THEN and only then will he 🌮

moorhound

MX-5 RF: Super sexy, safe choice if you're driving for you and not looking to gap people Z4: M54 is a bulletproof engine, S54 not so much, and it looks like a suppository. S2000: Everything you find will be riced and dogged to shit, good luck

derprondo

Lotta tendies burning a hole in my pocket, think I might actually spend some. Thinking about getting a little weekend three season sports car, don't have a three car garage though. Newer MX-5 RF, older Z4 M or S2000, what do you guys like?

Aggravating_Fig6288

Never been more glad to sell my calls before close, Don 🌮just fucked anyone holding SPY weeklies It’s gonna bounce because Don 🌮does what he does best and be a coward as the market knows but it might be a good idea to hold off immediately opening new call positions until the initial sell off to MX and EU tariffs comes then load the boat with calls

lolexecs

Yep! [https://en.wikipedia.org/wiki/List\_of\_the\_largest\_trading\_partners\_of\_the\_United\_States](https://en.wikipedia.org/wiki/List_of_the_largest_trading_partners_of_the_United_States) Per the table: Total Trade (import + exports) = 5,332.57 (\~20% of the economy is dependent on trade) The top four (EU, MX, CA, CN) account for 60% of US trade.

pawelkos

$WOLF 💰🐺 https://youtu.be/PVDH3MX4MYI?si=AOCnJPWrxUv5xtKw

pawelkos

WOLF I’m RICH LFG https://youtu.be/PVDH3MX4MYI?si=OannAVEsAo2xJD1z

EvolvingDior

Big difference now is that our oil imports come primarily from MX and CA. Good thing we have been working hard to strengthen our relationship with these two countries.

Newbie_investing

You talking about MX pesos?

dansdansy

Looks like your MX thesis is panning out, congrats

jodiejewel

I agree he totally knows who pays tariffs on goods imported into the US. American companies - retailers, manufacturers, etc. He put tariffs on Chinese products in 2018 and he knew it then and he knows it now. He just cynically lies because he knows his followers don’t understand and just read his posts and watch Fox or Newsmax. I’m also tired of people online pointing out how he says other countries are paying tariffs “just like how Mexico was gonna pay for the wall!” It’s not the same. There’s a whole ass agency (customs) that collects money on imports and has been doing it since 1789. There’s no excuse for the president not to know this and he does in fact know it. With the wall, it never got built and saying someone else was gonna pay for it was just PR. There is no law that would clearly spell out who would pay for a wall between MX and the US. Unlike all the trade and customs laws on the books.

ChromakeyDreamcoat82

Financial Services is a good case to examine. I too have a mix of tech and FS in my background. There are huge swathes of people in the middle and back office of banks that can be replaced, though it's not as simple as plug and play AI for a number of reasons, mainly being the poor quality of data, and the poor standardization of inter-bank communications. It's taken forever to get from Swift MT to Swift MX (ISO 20022, roughly), and even then there is still a whole bunch of stuff being wellied into plaintext fields and extracted for rules engines later. Then, you have the messy area of investment funds, and their legal prospectus and all sorts of shenanigans that stuffs humans into the flow. I don't see a mass replacement, but I do see about 60% headcount cuts in back office analysts, and about 30-80% in middle office control functions. The back office is pretty simple: They work on a 4 eyes (or sometimes '6 eyes') principle, which is that all transactions are peer reviewed (eye 3, 4) and sampled for supervision (some stuff going to eye 5, 6 - maybe because it goes over a threshold, maybe because it's a big client paying for it). So you train AI agents to be the first pair of eyes, and you tolerate an increased fault count, but retain your analysts as the second pair of eyes, each supervising bot agents on an account, but retaining enough headcount to deal with increased corrections over the initial agentic headcount, and also some new skilled people to monitor the quality of agentic output and analyse drops to plan re-training of models (entropy over time would be expected). The middle office, there should be a big increase in automated decision making, more decisions routed into agents that might be able to deploy a number of different risk models to assess credit risk etc. I would see reductions here, with skilled supervisors of agents monitoring decisions, approving stuff over a certain threshold etc. It should be noted that a lot of this is in play already in retail banking with rules engines for small consumer loans, hence my wide 30-80% figure (investment banking, securities etc being at the wider end, in my view, retail already being shrunk heavily), but there should be supplementary back office savings too if humans don't need to analyse scanned info for mortgage applications etc. Agentic AI should also replace a whole bunch of spreadsheet monkeys in 2nd line control areas like compliance, risk, infosec etc, but in some cases it won't decrease headcount all that much, rather it'll just deliver much improved detection, much improved false positive reduction, and make a slightly smaller department much more efficient for the same money, with the saving coming off the balance sheet provisioning requirements due to the reduced residual risk.

AlloCoco103

My understanding is that it's all IEEPA tariffs (CA, MX, fentanyl, reciprocals) based on the nondelegation doctrine, I think.

Josepth_Blowsepth

Over under that next Friday dump will be tariff talk on CA/MX vs Semiconductors?

Don_Capitoli

You guys see that influencer who was shot while on live stream? Jalisco, MX

doubleohd

The continually changing tariff messaging has driven industrial investment to zero. I work with a lot of logistics firms and suppliers to the big 3. They aren't spending a dime until things settle down. Multiple plants in Ohio, Michigan and PA have already been idled. In some cases the supply chain for parts is so integrated they don't know which of their parts/pieces come from Canada, MX, or US because they cross the border so many times they dont' even put a country of origin stamp on the parts.

subydoobie

I for one am looking forward to my new $4/hour job sewing garments - you may think that's low, but hey, 12 hour days!! and if I pull my kid out of elementary school to help we can double that! Once get rid of those stupid laws that keep my kid from making $! And I will save on lunch AND lose that persistent 15 lbs due to no lunch breaks! That's a GOOD JOB! Take that, Mexico and your stinking [***maquilladores***](https://www.google.com/search?sca_esv=d777291650d83160&sxsrf=AHTn8zqTNaZb6h2B9OVA2pmAUwNzrUzBkA:1747155961749&q=maquilladores&spell=1&sa=X&ved=2ahUKEwixqt6T96CNAxWWPEQIHeJ7MX4QkeECKAB6BAgNEAE)!

deviationblue

Anything north of 10% is severely prohibitive to trade. The Smoot-Hawley free and dutiable rate was just shy of 20%, curbed imports by 66% and sent unemployment to 25%. And that only affected ~1/3 of imports - the tariffs on CA, CN and MX affect ~48% of current imports. It doesn’t matter if it’s 145% or 80% or 54% or even 25% — it’s still effectively a trade embargo. And the 25% against Canada and Mexico are just as shitty for you and me. The ones who get screwed are the American businesses who do the importing and the American consumers who can no longer afford anything, leaving American small businesses holding the bag.

IntolerantModerate

The thing to look for when the details get announced is: 1. Does this take tariffs back to where they were or to near zero? 2. Is this a a "real" trade deal or is it just a feel good announcement? If it is a feel-good deal that gets us back to status quo or to near zero that is awesome. That means the Orange Man is just looking for headlines and then all the other countries can line up to do a photo-op and markets go up. If it is a REAL trade deal, this is bad because REAL trade deals can't be negotiated so quickly (UK has a head start b/c US/UK have been negotiating since Brexit) and this means timelines could be 12-18 months for most countries. Markets flat to down. If it doesn't get rid of the 10% tariff then that means there is a floor to tariffs and we're basically just going to put a 10% tax on everything coming in and we still won't know what that means for things that cross the border between US/Canada/MX multiple times. Markets way down.

mulemoment

It only covered 38%-50% in 2024, but that's because most CA or MX products traded under MFN status anyway and didn't face tariffs. Making them USMCA-compliant is just filling out additional forms that weren't necessary before. After the exception was enacted, both the [MX](https://www.reuters.com/world/americas/tariff-chaos-could-push-mexico-into-technical-recession-2025-03-11/) and [CA](https://www.morningstar.com/news/dow-jones/202503076995/canada-expects-nearly-all-us-exports-to-be-usmca-compliant) governments have said the majority of their products can and will be USMCA compliant.

Budget-Ocelots

Idiot like this is why tariffs and Trump exist. JP has an effective tariff rate of 1% with the US, but gets charged 40% now? EU is only 3.5% VN is only 1.5%. CA and MX? Free trade agreement. No one cheated America. The US has the largest trading surplus in world in terms of services. America is actually the one cheating on the world with its historical low tariff and massive free trade agreement with all the big countries. The irony right? Many countries destroy their environment and human labor to ship to America and sell for 1000% higher than their local economy. America has been winning for hundreds of years. Until idiot like you came alone and able to vote.

dansdansy

When it comes to China and fentanyl, it has some actual truth. Since Obama straw purchasers in MX have bought bulk fentanyl precursors from legitimate Chinese chem manufacturers with no real restrictions. That has fed the drug trade into the US and led to a lot of ODs over the past 10 years.

meowtastic369

The average American is beyond stupid and can’t get past Algebra 2 convincingly. “WhY do I NeeD to KnOw y=MX+B later iN LiFe?” Lmaooooooooo

redmexican

I work for one of their competitors that used to be publicly traded but now is private. Nucor lobbied for tariffs back in 18-19 when Trump was originally talking about tariffing MX. Why, because it would hurt companies like mine that have manufacturing in MX. Steel has been interesting so far this year. The year started out super soft in Jan, and was signaling a worse year in 25 than 24 in commercial/residential steel building manufacturing. Once Trump announced the tariff policy it caused the CRU to rise, causing customers to book early to lock in pricing. Feb, March and April were super strong for us and we don't expect customer demand to soften until Q4 of this year due to current bookings. So with that being said, if you are going to short it would need to be late this year as I'm sure Nucors bookings will soften as well.

Crazy_Donkies

Where are the signed trade deals. Show me new ones. And I'll calm down. Don't show me "outlines" or term sheets. Trump just threw out the last deal he made with MX and CA!

RedParaglider

IDK if I would be considered wealthy, but I'm considered high income somewhere around the top 3 percent, have no debt, paid off house, etc. I spent quite a bit last month, I fixed some plumbing issues that had been plaguing me for years which included destruction/repair on concrete, bought a couple mini splits because I don't know if they will be available or as cheap in the future, and some lithium batteries because if things stay the way they are those will be unobtanium moving forward. I guess you could say I'm front loading some spending which I wanted to do anyways but figured I'd bite the bullet now before shortages or inflated prices. I did not put anything on credit. I will say we won't be travelling this summer like we have for the last 5 years though, I'll save my pennies on that this year. Most of our travel is usually to national parks in the summer, and MX in the winter for a month or two, and with the staffing shortages at national parks it will likely be a shit show this summer.

Mimir_the_Younger

Or… [Yellow and Black and Rectangular](https://youtu.be/KmNfPkdCRf8?si=zAhQi9065MX-BYlf)

EnvironmentalEye4537

>we should be tariffed to death You mean the equal 0.17% median tariff rate going both ways with Canada and the 3.5% EU -> US vs 3.25% US -> EU? This is all shit he agreed to. The last CA/MX trade agreement *and* the last Chinese trade agreement were his

4look4rd

But my MX master doesn’t work properly on Linux without spending days trying to fix it. MacOS is just really good and the hardware is finally pretty cheap. I replaced my gaming computer with a Mac mini + GeForce now for gaming and I haven’t looked back.

FrankCostanzaJr

true, most americans never get a chance to experience life outside the US, and if they ever do leave, they generally don't try to interact with people in that country. i've been to plenty of touristy cities in poor countries like MX, and the tourists are heavily segregated from the locals. it feels really weird, and makes me uncomfortable. i always try to stay in an area where locals live, and try to hang out in areas where locals live. sure plenty of tourists, and sometimes its hard to find someone that speaks english (depending on the country), but when you do, it's awesome. it's a privilege to be able to travel internationally and meet people from a variety of different countries. i think if more americans had the ability, they may not feel quite so much negativity toward foreigners and immigrants.

Chrg88

Had ribeye tacos with guacamole in central MX

Jupiter168

Anyone have any clues? I woke and looked up the stock tickers. All stocks become MX exchange. I even change the region on my iPhone. WTF is going on?

elgrandorado

Creature comforts. I love sports cars, and even owned a new MX-5 not too long ago. The average person loves how quiet and spacious EVs are due to their lack of a combustion engine and components. Torque is delivered instantly and acceleration shits on any comparable ICE of a similar price point. For the average person, and EV is a substantial improvement to a gas powered or even a hybrid powered vehicle in those key areas. Once range anxiety is solved and charging networks mature, the general public will fully shift to EVs. China is the first to really do it on a major scale.

tjvond1

I hear you, I dont understand the move there by the admin….My move would be to get MX, CA at the table asap to cut a deal maybe update USMCA and show united front against China.

Some_Pain_3820

I'm friends with a MAGA kid and damn he's a good guy but I don't think he has the physical capacity to do real hard work and he's a strong guy. There's a difference though between lifting heavy and having a way to productively work as fast as possible. I'll be upfront I'm hispanic US born i worked as a dishwasher at a sushi spot in Cerritos CA I worked with guys from Oaxaca MX and I could keep up but they hired some white dudes not even close it's not just strength it's what they call in spanish maña.

islander1

[https://www.youtube.com/watch?v=PVDH3MX4MYI](https://www.youtube.com/watch?v=PVDH3MX4MYI) Someone do the Lord's work and put Powell's head on this

Retaining-Wall

Huh? Against CA MX?

WealthSea8475

Sure but only on the extra blanket tariffs... China tariffs are still in play, unfortunately. Pretty sure for CA and MX too For a titillating exercise, go check some online stores for current prices on items from China. Many Amazon listings were updated almost immediately. For example, if you are into 3D printing, the cost of quite literally everything is about 2X the price it was last week. Funny enough, US alternatives are still more expensive even with the prices reflecting tariffs. But I hear companies are pouring investments into the US and new industries and supply chains are currently propping up. On track to create domestic competition in 5 years. 10 years, tops. Just chill and don't be a panican /s

Stonkrates

They do ship all the chems to MX for mfg yea that part is real.

MNSoaring

Exactly! The problem is that due to the extreme potency of the drug, the final product is made by tiny numbers (like 3) of people at a time in “mom and pop” operations. These 2-3 people can produce enough fentanyl in a closet to kill thousands of end-users. The beyond idiotic proposal to do drone strikes in MX would need to target thousands of dwellings/apartments/huts to hit all the final product producers. This would make zero difference in the end since “nature abhors a vacuum” and someone else will easily start making fentanyl again a week later.

Blitzdog416

CA/MX/CH, but everyone still eating the 10% baseline and EU still has 25% on Steel/Autos. F-47's "tariffs removed" statement yesterday was not completely accurate or truthful.

Tortious_Bob

Used cars are part of the supply of cars generally. If the US, CA, and MX are unable to make new cars, or they make fewer new cars, then the supply of cars on the market for people to buy goes down.

Interesting-Pin1433

A month ago there was a leak that CA/MX tariffs would be paused for a month, the white house said that wasn't true, then they were paused. This week there was the 90 day delay leak, Who said fake news, and then this. Gonna take a lot of self control to not go full retard the next time we're ina trump dump and get a tariff delay leak.

Ok-Imagination-7253

For good reason… major Treasury positions were being unwound last night. There was a very real risk of a meltdown in Treasurys and contagion. We are not out of the woods yet on that one.  These guys are running an experiment on the US and global economies, based on some seriously hare-brained theories. Their entire plan fell at the first hurdle. And this is far from over. Between the sky-high China tariffs and the 10% baseline on everyone else (plus whatever the hell is going on with CA/MX, nobody seems to know), margin compression over the next few quarters will be massive.  As long as these idiots are in charge, we are screwed. 

waltuh28

They still have 10% across the board too MX and Canada included

Worth-Walk6265

Increase to 125% on China and the hold on CA/MX offsets the reduction to 10% on everything else, sooooooo...nothing has actually changed.

moorhound

And since CA/MX were exempted from the reciprocal tariffs, getting added to the 10% means our tariffs on total imports went *up*

moorhound

Don't forget, Tariffs on our other two largest trading partners (CA & MX) went UP 10%

Interesting-Pin1433

Maybe, but we saw a similar thing with the first MX/CA tariffs previously. There was a rumor they'd be paused for a month. White House says no pause, this is serious business. Then they were paused.

Interesting-Pin1433

So those rumors from a few days ago of a 90 day pause were correct. Just like when the CA/MX tariffs were announced, there was a rumor of a

jinxy0320

China will just tighten and funnel trade through SEA/MX/CA like they've always done. There hasn't been any concessions from any countries on trade. Trump just folded bc the 10/30year is not cooperating and blew up their plan.

jinxy0320

They'll just funnel trade through SEA/CA/MX just like they've always done

condods

[Please, please keep crying. The Chinese century is upon you whether you like it or not and the tears are delicious.](https://www.google.com/search?client=ms-android-samsung-ss&sca_esv=243c4f3f542700e7&sxsrf=AHTn8zrKQKJ6toeoPXoW-m9xJZ8NSH8a6w:1744217046412&q=do+nothing+win&udm=2&fbs=ABzOT_DMdY7-Qn7nYGipJLSkNtdSbQ_vEW7Forv80hNv-m1nehDjW4tvVOjCMXY_ZWruvS4m1aF9401zrfj4EAJhdZa-kQ6ifPutG62IJrY6v7QzTNceWAHqHmBKSt-MOqx4zJTuhHkqooezl6bIScpL6gK80kzf6IiUhECFV6kYN0ri0Myzo4iLu7XtRSHSBoTkT9Zfngsfc2-QVkqNG48aUy3QCTRdgd18qPPxRY5-bjE_0u8Aupk&sa=X&ved=2ahUKEwiarNnrssuMAxViRPEDHWVoA8AQtKgLegQIGBAB&biw=411&bih=759&dpr=2.63#sv=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)