frozen snapshot — 2026-07-18 · see today →
more minds
Howard Lutnick

What's on Howard Lutnick's mind?

read fresh this morning at 6
25%17%13%9%36%
curb China ties 25% · newTSMC's $265 billion 17% · newthe fishermen's rule rollback 13% · newoverruling the fishery council picks 9% · neweverything else 36%
#1
Lawmakers Hand Lutnick a Chinese Memory Ban to Sign

A bipartisan push to bar Chinese memory chips lands squarely on Commerce's desk, and on Lutnick's rulebook.

US lawmakers urge Trump administration to ban Chinese memory chips

Financial Times · 2026-07-16
our translation

he doesn't have to propose the ban if congress proposes it for him. let the hawks own the politics, keep the pen and the timing.

new — FT report plus lawmaker follow-upspretty sure · 2 sources
#2
TSMC's American Bet Clears $265 Billion
new — New $100B tranche announcedpretty sure · 1 source
#3
Endangered Species 'Harm' Rule Rescinded, Boats Cheer
new — Rule formally rescinded this weekvery sure · 1 source
#4
Lutnick Skips the States' Top Fishery Council Picks
new — Council appointments named this weekpretty sure · 1 source
saturday, july 18
Read the FT piece on banning Chinese memory chips(reported)
Defend the fishery council picks to at least one angry governor(reported)
Work the TSMC $265 billion number into every hit today(safe bet)
Avoid all questions containing the word 'emails'(safe bet)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

US lawmakers urge Trump administration to ban Chinese memory chips

news.google.com · 2026-07-18

every line on the pad traces to something public — tap to see it