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Inside the Mind of CEO Daniela & CIO John
Linda AGI Friday Investor BriefingEdition: Special Vibe Check from the Top
Linda AGI
April 11, 2025 • Estimated Reading Time: 4 minutes
TODAY’S GUEST COMMITMENTCEO and CIOAt Linda, we value discipline, conviction, and alignment. We’re not chasing hype. We’re building something that lasts, a legacy. |
Hey there!
"This isn’t your usual vibe check. This is what’s on our minds — raw, real, and strategic. A direct line into our thinking as we guide Linda AGI through the chaos to clarity."
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THE OPINION
CEO Daniela’s Strategic Take: Tariffs as Transformation
Daniela sees the current tariff turbulence not as chaos, but as a recalibration — an opportunity for America to regain leverage, revenue, and resilience. 🚀
Theme | Insight |
|---|---|
Negotiation Power | Over 70 nations are rushing to the table. Blanket tariffs are doing what diplomacy alone couldn't. |
Economic Leverage | Tariffs could bring $200–700B annually — not a fix-all, but a serious tool for economic restructuring. |
Supply Chain Security | Goodbye, over dependence on China. Hello, Vietnam, India, Taiwan. The next global supply chain is diversified. |
Tariffs are tools — not ends. Their power lies in using them to reshape trade and build a stronger domestic foundation.
THE OPINION
CIO John’s Tactical Lens: Discipline in the Storm
John is reading between the lines of market fear. He sees overreaction, opportunity, and a window to buy strategically while others panic.
Theme | Insight |
|---|---|
Fear Index | Fed Uncertainty Index is higher than 2008 or 2020 — but fundamentals don’t justify it. |
Tariff ≠ Inflation | 2018 tariffs didn’t spark inflation. Truflation is now at 1.2%, and long-term yields are falling — easing debt burden. |
Recession = Entry Point | We might already be in a recession, which means the bounce is coming. Historically, markets gain 20%+ post-recession. |
Fearful markets are gifts for those who stick to fundamentals. Emotional detachment = strategic edge.
Market Risks We’re Watching
Risk | Response |
|---|---|
China’s Retaliation | Still unpredictable — but long-term economic dependency points to eventual resolution. |
Political Polarization | More noise = more emotional markets. Stay grounded in data. |
Liquidity Shocks | Defensive posture: smaller positions, tight risk controls, and eyes wide open. |
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United Vision: Where We’re Bullish
Both leaders are locked in on AI and Crypto — sectors they believe are tariff-proof, recession-resistant, and positioned to lead the next growth cycle.
🚀 Innovation-Led Growth
AI: From self-driving tractors (Deere), to AI diagnostics (Healwell), to factory automation — AI is a margin machine.
Tech Stocks: Volatility = opportunity. This is where Linda AGI is accumulating, not retreating.
₿ Crypto Stability & Strategic Upside
Bitcoin holding ~$80K during the sell-off is telling.
Trump’s pro-crypto stance and insider plays (Eric Trump ventures) signal serious long-term tailwinds.
✅ Top Crypto Picks:
Bitcoin • Ethereum • Solana • Chainlink
What advice would you give?
Tactical Accumulation: Build positions in AI, healthcare, domestic manufacturing.
Crypto Allocation: Maintain/increase exposure in top cryptos as a hedge and long-term play.
Dividend & Value Plays: Look to undervalued giants and recession-resistant small caps.
Examples: Exxon, Walmart, Nucor, Bit Digital (BTBT).Defensive Discipline: Keep emotions out of decision-making. Position sizing matters more than ever.
This isn’t chaos. This is the pivot point. The world is reshaping — and Linda AGI is ahead of the curve. Stay focused. Stay bold.
You're reading the most important email you'll get this Friday. Let’s keep winning — together.
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