Tariff Crash + Where We'd Buy More Update

Cody Willard

02 Apr 2025 — 2 min read

The markets are down big after hours after Trump just brought out a ton of new tariffs that are at much higher rates than just about even the highest expectations were looking for. Turns out, I was wrong earlier today when I wrote: "I don't think today's tariff announcement is a big deal. Market has tariff flip-flopping exhaustion and is starting to look past it, I think."

On the other hand, I might turn out to be right about the next part of that paragraph: "The next five years and even the next five months are probably more about how tech/The AI Revolution develops than about Republican Democrat Regime policy."

CRWV Analysis, Elon's Potential Return to TSLA, Tariff Fears, And Much More

Here's the transcript from today's Live Q&A Chat: Q. I have lived through many bad market periods. Dotcom Bubble, 9/11, financial crisis (I remember the Nasdaq had 4 days in October 2007 where it lost 8% each day!), Covid, and probably missed a

Where We'd Buy More Spreadsheet

Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.

CRWV is NVDA's ICBM Pointed At The Hyperscalers

Bryce here. I have a quasi-conspiracy theory: CoreWeave is Jensen Huang's nuclear ICBM aimed at none other than his largest customers: the hyperscalers (Amazon, Google, Microsoft, and Meta). Cody and I had thought, along with everybody else, that CoreWeave seemed fishy. Most analysts also though that the company&