저자: 미상 · 외국인
요약 보기
연방정부 지출 감축 법안(Musk·Trump 전략)으로 인플레이션 우려가 있지만 시장에 큰 자금이 유입될 것이라 주장. 손정의(Masayoshi Son)가 트럼프와 미국 투자 2000억 달러 규모 논의를 언급했다며 이를 근거로 제시. 연준 회의 전 단기 하락 가능성은 인정하나 본인은 매수 입장.
다듬은 글
I'm going to tell you something here. I'm worried about inflation. I think this bill will arrive next year, if not next year, then at the beginning of 2026. I strongly believe this, but even so, Elon Musk and Donald Trump have a very good strategy for cutting expenses. We know that cutting expenses isn't enough to solve the problem, but they have a very good strategy, and a lot of money will come into the market.
I'm going to repeat this one more time, looking you straight in the eye. I'll put it in full screen so I can look you straight in the eye and repeat this, even putting my hat backwards to look you in the eye. A lot of money will come into the market, a lot of money will come into the market, and one of the proofs of this is what I'm going to show you now.
Pay attention to this, pay attention to this. Look closely at this face. Who is this guy, Yuri? And why will so much money come into the market? This guy is Massayoshi-san, and Yuri, who is Massayoshi-san? Massayoshi-san is an entrepreneur, investor, and... Japanese philanthropist, he is the founder and CEO of the Japanese multinational SoftBank.
He is the CEO of SoftBank, CEO of SoftBank Mobile, and chairman of ARM Holdings in the United Kingdom. He is only the second richest person in Japan and the 32nd richest person in the world. In the top of the world's richest men, he is in position number 32. And according to Forbes in 2013, back in 2013, Sun was elected the 5th most powerful person in the world by Forbes magazine's list of the most powerful people.
Now that you know who he is, what is Mr. Masayoshi-san going to do? Yuri, look what he's going to do. I'll put it on the screen here for you. Let's go, let me put it here with audio. Let's see what Uncle Masayoshi-san is going to do. A lot of money is going to enter the market, folks. A lot of money is going to come in.
Look at this, let's go . I'm very excited, I'm very happy to follow this path. I was, or rather, to put context here for you so that maybe you understand here... Context: Just to put some context here, in the American market, a 100 billion dollar deal, and then Trump said the following: Trump said that we could invest a little more.
Then, live on air with the press, Trump suddenly said, "Let's double that to 200 billion, or not? He's very capable of doing ISO 100 billion." My promise is 100 billion. He asked me to put in more money, saying, "Look, my partnership with you, what we have here, I'm going to try to make this happen." Then Trump shook his hand and said, "Okay, 200 billion, negotiate." Then he said, "He's a great negotiator, he's a great negotiator, right?
What do you call him?" How do you say that in Portuguese? Negotiator? Negotiator, right? So, folks, a lot of money is going to come in, folks, a lot of money is going to come in. Look at me, a lot of money is going to come in. And this guy here, Mr. Massa, he's just one of the guys that Trump is bringing in to inject money into the government—I wouldn't say government, right?—into the American market.
Folks, a lot of money is going to come in, you don't realize, you don't realize... Not so connected, and you see that Trump is smooth-talking, right? He promised 100 live at the press conference, Trump, let's go for 200, he said, "Oh, he's a great negotiator, right? Great negotiator, right?" The little laugh, oh, joy, joy is a great neg.
Then Trump pulls the guy aside, gives him a hug here, look, there, 200 billion! Wow, you want to laugh, Uncle? Great, you have to laugh, the deal here is a two-way street, you understand? And so, let's go, let's go back to where we were here, man, I'm very bullish, folks, I 'm very bullish. The market may have a drop now with the Fed meeting.
It may be outside of expectations, but for me, man, for me it's a buy, okay? I know for you, but for me, I'm going to buy.
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