Joined April 2025
447 Photos and videos
#QFR - July 14 #Nvidia CEO has the sale of its advanced H20 AI chips to #China approved #Trump threatened #Russia with tariffs on its trading partners and weapons for #Ukraine #Bitcoin reached another ATH of over $123K on Monday with a market cap exceeding #Amazon's at $2.4T
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Earnings Calls to Watch: $ANGO $ERIC $ACI $C $OMC $KMTS Read the Full Report: trenchesandtrees.substack.co…

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#QFR - July 10 #Sanctions bill aims to impose a 500% tariff on goods from countries buying #Russian oil and other exports #Trump imposed a 35% #tariff on #Canadian imports as of Aug 1 & threatened 50% on #Brazil who vows to retaliate Varda Space to use #microgravity for pharma
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Earnings Calls to Watch (not really, none tomorrow) but check these out: $HIFS $UNTY $GLDG $LEXX Read the Full Report: trenchesandtrees.substack.co…

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Trenches and Trees retweeted
#QFR - July 9 The #IRS stated comms in good faith by a church during services is ok #TikTok is launching a US only app called “#M2” on September 5 CA Senator Wiener added amendments to SB 53, a bill requiring major #AI companies to publish safety protocols & critical incidents
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#QFR - July 9 The #IRS stated comms in good faith by a church during services is ok #TikTok is launching a US only app called “#M2” on September 5 CA Senator Wiener added amendments to SB 53, a bill requiring major #AI companies to publish safety protocols & critical incidents
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Earnings Calls to Watch July 10: $HELE $NTIC $DAL $CAG $WDFC $ETWO $NRIX $LEVI Read the Full Report: trenchesandtrees.substack.co…

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Trenches and Trees retweeted
#QFR - July 8 #Trump extends tariff deadline AGAIN #TrumpTACO remains reliable #Amazon has begun #PrimeDay which is expected to drive nearly $24B in US online spending #Israel will work to concentrate hundreds of thousands of #Palestinians...outside Palestine...humanitarianism
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#QFR - July 8 #Trump extends tariff deadline AGAIN #TrumpTACO remains reliable #Amazon has begun #PrimeDay which is expected to drive nearly $24B in US online spending #Israel will work to concentrate hundreds of thousands of #Palestinians...outside Palestine...humanitarianism
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Earnings Calls to Watch: $THTX $TMQ $AZZ $MEI $BSET Read the Full Report: trenchesandtrees.substack.co… Should be back to posting daily now, will see how to best fit it in while my schedule remains chaotic for 2 more weeks.

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Trenches and Trees retweeted
#QFR - July 2 #Pentagon is pausing more weapon shipments to #Ukraine citing concerns of dwindling US stockpiles #Israel & #Hamas have differing views of ceasefire proposal and neither fully accepted the 60-day proposal from #Trump #Microsoft to lay off 9k in one of many cuts
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#QFR - July 2 #Pentagon is pausing more weapon shipments to #Ukraine citing concerns of dwindling US stockpiles #Israel & #Hamas have differing views of ceasefire proposal and neither fully accepted the 60-day proposal from #Trump #Microsoft to lay off 9k in one of many cuts
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Earnings Calls to Watch: None 😢 (Market Closes Early, 1000PST) #IndependenceDay Read the Full Report: trenchesandtrees.substack.co…

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Trenches and Trees retweeted
#QFR - July 1 #Lululemon goes for the home run swing and sues colossus #Costco #JeromePowell floats dovish sentiment for rate cuts excluding the chaos attached to Trump's #tariffs The #Senate, with a tie breaking vote from VP Vance, passed #Trump's BBB sending it to the House
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#QFR - July 1 #Lululemon goes for the home run swing and sues colossus #Costco #JeromePowell floats dovish sentiment for rate cuts excluding the chaos attached to Trump's #tariffs The #Senate, with a tie breaking vote from VP Vance, passed #Trump's BBB sending it to the House
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Earnings Calls to Watch: $UNF $FC $ZENV $NAT $CYBN Read the full report: trenchesandtrees.substack.co…

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As much as people shit on the whole @Grok dealio, sometimes its makes things pretty simple & clear. Like understanding measures of tariff impacts on the economy (and what days to be ready for good/bad swings) ***I still feel this image every single time I type Grok's name tho 🤣
Replying to @Fxhedgers
@Grok How long (in months) would it take to see/feel the impacts of Trump's ranging tariffs on both CPI and PPI? Both CPI and PPI have gone up since April (same time as tariffs). To be fair, they are still down dramatically from their highs in Jan and Feb respectively.
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Trenches and Trees retweeted
Earnings Calls to Watch July 1: $MSM $STZ $GBX $SYBX $RDUS Listen to the podcast (20 minutes, about 5 too long honestly): trenchesandtrees.substack.co…

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Trenches and Trees retweeted
#QFR - June 30 #Canada drops its tech threats, gets back to #tradetalks with the US #Trump goes on long complaint about #ATT's technical issues after it delays a call with thousands (conveniently after his phone launch) Trump to host #Israeli PM #Netanyahu at the White House
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#MarketLeftovers - June 30 #Canada drops their tech tax threat #Trump goes off on AT&T technical problems The White House to host #Israeli PM #Netanyahu next Monday PLUS: #Senate still debating BBB, #AlligatorAlcatraz presidential visit, #ICC faces cyber attack AND MORE!
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Earnings Calls to Watch July 1: $MSM $STZ $GBX $SYBX $RDUS Listen to the podcast (20 minutes, about 5 too long honestly): trenchesandtrees.substack.co…

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