Gavin Bade

I think the big looming question is what happens with China. Trump's going to hit them again with more tariffs. And they hold a lot of cards here. We still have a lot of reliances on them for different critical products, whether it's processing critical minerals or many products that U.S. manufacturers need for their factory processes.

I think the big looming question is what happens with China. Trump's going to hit them again with more tariffs. And they hold a lot of cards here. We still have a lot of reliances on them for different critical products, whether it's processing critical minerals or many products that U.S. manufacturers need for their factory processes.

I think the big looming question is what happens with China. Trump's going to hit them again with more tariffs. And they hold a lot of cards here. We still have a lot of reliances on them for different critical products, whether it's processing critical minerals or many products that U.S. manufacturers need for their factory processes.

And if you have to pay more tariffs on those, that's going to hurt American manufacturing. So I think how China responds on those American choke points is going to be very interesting. But I will say this, you know, there's only so many times that Trump can threaten tariffs, threaten to put them in place, and then, you know, get his negotiation done and back down, right?

And if you have to pay more tariffs on those, that's going to hurt American manufacturing. So I think how China responds on those American choke points is going to be very interesting. But I will say this, you know, there's only so many times that Trump can threaten tariffs, threaten to put them in place, and then, you know, get his negotiation done and back down, right?

And if you have to pay more tariffs on those, that's going to hurt American manufacturing. So I think how China responds on those American choke points is going to be very interesting. But I will say this, you know, there's only so many times that Trump can threaten tariffs, threaten to put them in place, and then, you know, get his negotiation done and back down, right?

At some point, he runs the risk of being the boy who cried tariff.

At some point, he runs the risk of being the boy who cried tariff.

At some point, he runs the risk of being the boy who cried tariff.