Tom Ellsworth

So I don't know what I define success as overall because there's two vectors, I think.

There's a global influence vector, and then there's the economic deal vector.

Trump's over there to make economic deals.

He's got the tariff situation.

He's got the guys over there, and they were talking about chips.

He didn't want Jensen Wang to sell the high-end chips, only sell the mid-tier chips to China.

Jensen Wang is eager to sell to whomever because he's a capitalist and he wants to sell around the world.

So I think one is trade deals that would ultimately be beneficial and kind of calm down the tariff thing for the American consumer and to make long-term deals, number one.

But number two, on the world stage, I think there's going to be some quiet discussions.

Because remember, China keeps shipping sodium perchlorate over to Iran, and that is the white salt that is used to make rocket fuel.

And there are ships that have gotten through since the start of the war.

Since the beginning of this year, they have shipped between 1,000 and 2,000 tons of it to Iran, and they need that.

It's like a critical material to make rocket fuel.

So part of it is going to be knock off the rocket fuel stuff on the back door, dude.

I mean, that's going to be quiet behind closed doors.

But then in front of everybody, you're going to have the photo op.

The photo op will have Tim Cook saying,

The economic people, everybody there shaking hands, talking about tariffs.

That's the photo op.

The second line, I think, is on the back end, which is, listen, dude, you were propping up Venezuela.