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![ACFER01 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2304645636.png) ACF Equity Research [@ACFER01](/creator/twitter/ACFER01) on x 2034 followers
Created: 2025-07-10 16:17:41 UTC

ACFMarketWrap: Tariff heat rises - President Trump confirmed a XX% tariff on Brazilian imports & copper, effective X Aug. US initial jobless claims ▼to 227k, but continuing claims hit a post-2021 high @ 1.965m—hinting at labour market softening.
Megacaps mxd: $NVDA -XXX% despite lifting its valuation to $4trn, as AI optimism holds and a China-specific chip gains traction. $TSLA +3.21%, $AAPL +0.82%, $GOOG -0.66%, $MSFT -0.71%, $AMZN -0.69%, $DAL +10% after beating earnings estm.
#NASDAQ -0.17%, #FTSE100 +1.23%, $WTI ~$67.20/bbl
Next up in focus: UK GDP m/m May. ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it

![](https://pbs.twimg.com/amplify_video_thumb/1943343579407007744/img/eRpXTCUe2RcGl7fd.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943343880478331076/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[$tsla](/topic/$tsla)
[coins ai](/topic/coins-ai)
[$4trn](/topic/$4trn)
[donald trump](/topic/donald-trump)
[tariffs](/topic/tariffs)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/ACFER01/status/1943343880478331076)