Uptin and Thomas

TACO Trade Is Back, JPMorgan’s $5B Tower, Labubu Spike, and Apple vs OpenAI


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Uptin & Thomas discuss:

  • Trump’s talking 100% tariffs on China again… and somehow the markets love it. The “TACO Trade” — Trump Always Chickens Out — might be back.

  • JPMorgan just dropped $5 billion on a new NYC HQ with 19 restaurants, a gym, and absolutely no remote work.

  • Former Apple CEO John Sculley says OpenAI is Apple’s first real rival in decades. Shots fired.

  • Tim Cook got his own custom Labubu toy in Shanghai — and PopMart’s stock jumped 6%.

  • Canada’s Aritzia is blowing up — profits tripled, worth $7B, and everyone’s fighting about their no-mirror fitting rooms.

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Uptin and ThomasBy Uptin, Thomas