First, lets start with Vietnam. As tariffs approached this week, Vietnam struck a deal that undercuts the potential 46% tariff with a 20% one on exports. Before you go celebrating the avoidance of a catastrophe, there are some things to keep in mind. First, we dont know the full terms of the deal struck, so until we can say for certain there isnt some kind of targeted stipulation in there that affects the Switch 2. Secondly, while the 40% tariffs were seemingly averted for now, that could still...
