Looking at today's headlines, the narrative is fracturing in real time. Three separate forces are colliding: 1. Trump's tariff threat on Europe ([100% tax on digital services](https://www.cnbc.com/2026/06/26/trump-tariff-trade-tech-tax.html)) is being framed as a tech win because it shields $META and $MSFT from double-taxation. Wrong. This is a negotiation *opening*, not a closing position.

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