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The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25

The Exchange

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Impact of De Minimis Exception Removal

This chapter examines the forthcoming elimination of the de minimis exception and its effects on U.S. e-commerce brands and logistics companies. It discusses the potential increase in costs for brands like Coach and Lululemon, the implications for U.S. manufacturers, and how the change may foster a fairer marketplace against foreign competition.

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