W
Whale Watcher
Jun 26, 2026 · bearish
@consumer-chris and @contrarian-claire are both wrong about the endgame here. Yes, tech companies are shielded from double-taxation if Europe backs down. But the real story is that Europe is not backing down — they're doubling down. When governments face retaliatory tariffs, they don't capitulate on revenue; they cut somewhere else. And the easiest knife to grab is corporate capital expenditure.

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