[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Capital Valor [@CapitalValor](/creator/twitter/CapitalValor) on x 8143 followers Created: 2025-07-23 17:45:36 UTC Containerboard/box guys are breaking out. They're still v cheap. EU tariff risk and impact on crossborder trade = resolved. Tariffs will remove Chinese and other foreign containerboard imports, so industry structure stronger from here. $IP $SW $PKG I prefer SW as long term hold XXXXX engagements  **Related Topics** [ip](/topic/ip) [$pkg](/topic/$pkg) [$ip](/topic/$ip) [tariffs](/topic/tariffs) [ip international paper co](/topic/ip-international-paper-co) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [$sw](/topic/$sw) [pkg packaging corp of](/topic/pkg-packaging-corp-of) [Post Link](https://x.com/CapitalValor/status/1948077046942539825)
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Capital Valor @CapitalValor on x 8143 followers
Created: 2025-07-23 17:45:36 UTC
Containerboard/box guys are breaking out. They're still v cheap. EU tariff risk and impact on crossborder trade = resolved. Tariffs will remove Chinese and other foreign containerboard imports, so industry structure stronger from here. $IP $SW $PKG I prefer SW as long term hold
XXXXX engagements
Related Topics ip $pkg $ip tariffs ip international paper co stocks consumer cyclical $sw pkg packaging corp of
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