#2238 - John McPhee

Bullish:

• $TACTICALEQUIP - There's potential in the tactical equipment market, particularly for everyday carry (EDC) products.

  • “I make these 365. It's your EDC.”

    Joe·2:14:35
• $DOMESTICTECH - There's a push for domestic production of communication technology in the US, driven by national security concerns.

  • “Which tells me America should go back to making its own fucking cell phones and its own we shouldn't have our fucking comms made overseas at all in any way, shape, or form, in my opinion.”

    Joe·1:19:22

Bearish:

• $CHINESETECH - Chinese technology near US military bases poses security concerns, potentially impacting Chinese tech companies operating in the US.

  • “Mike Baker was on here and he was telling me about how around military bases, like, China has installed their equipment in all these military bases.”

    John·1:20:19