“And so then what you should expect is, like, between now and July 20 that he was he'll be using these other mechanisms of which there's section three zero one. That's the famous China tariffs from his first term where section three zero one tariffs. Those have not been challenged.”
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Trump administration invokes Section 301 tariff authority between February 26 and July 20, 2026
Ray Wong predicts server-driven HBM will be the top priority for memory makers in the next two to three years.
China's national oil companies predict China's overall oil demand will peak by 2027, moved forward from earlier estimates around 2030.
Alexis Maxwell predicts US corn yield will be 182 bushels per acre in 2026, down from 186 in 2025.
Ryan Peterson predicts tariff refunds will occur and be distributed within 2026
Ray Wong predicts Apple will experience meaningful market impact from memory chip costs in the second half of 2026 rather than earlier quarters.
Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.
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