聊聊领跌的纳斯达克

Group 1 - The core conflict in the U.S. is between the former president and the Federal Reserve, with the former president's rise leading to a surge in tech stocks like Tesla, despite a lack of substantial support for such price increases [1][5] - The government efficiency department's efforts to expose corruption have not resulted in any significant legal actions, indicating a lack of real fear among those in power [2][3] - The former president's first term saw the initiation of trade wars as a means to access additional budgetary resources, highlighting the political maneuvering involved in fiscal policy [3][4] Group 2 - The current administration's reluctance to remove tariffs is tied to the potential backlash from various interest groups that benefit from these tariffs [4][5] - The Federal Reserve's interests are aligned with maintaining the dollar's global dominance, which conflicts with the former president's populist agenda [4][5] - The tech sector, particularly companies like Tesla, faces significant challenges as the Federal Reserve's actions, including short-selling by influential figures, threaten their market positions [7][17] Group 3 - The current AI bubble is compared to the internet bubble of 2001, suggesting that without a viable profit model, the tech sector may face a significant downturn [10] - The former president's foreign policy actions, including military interventions, are seen as attempts to maintain control over global resources, which could impact the energy and real estate markets [11][14] - The relationship between the former president and tech leaders like Musk is complex, as both seek to leverage financial capital while navigating the constraints imposed by the Federal Reserve [15][20]