Trump's latest move

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Some big market-moving news just dropped today — and I’ll be unpacking all of it tonight live on Zoom. Make sure you grab a seat early, it’s first come, first served and slots are limited.

🍎 Apple’s Massive $100B Investment

Apple just announced it’s committing an additional $100 billion to U.S. facilities over the next four years. Tim Cook and President Trump appeared together at the White House to make the announcement.

This brings Apple’s total U.S. investment up to $600 billion — with more going into AI, silicon engineering, and advanced manufacturing. They’re also planning to add 20,000 new jobs. Part of this includes local production of components like iPhone and Apple Watch cover glass, which is a huge shift in their supply chain strategy.

Clearly, Apple is aligning itself with the push for American manufacturing — and avoiding upcoming penalties for companies that remain heavily dependent on overseas production.

💥 Trump Announces 100% Tariff on Imported Chips

Right after that, Trump made another surprise announcement: the U.S. will slap a 100% tariff on all imported chips and semiconductors. BUT — companies that build and manufacture within the U.S. will be exempt.

Here’s what he said:

Companies like Apple are being held up as the model for what other tech giants should be doing — “coming home,” as he put it.

This is a huge shake-up for the tech and semiconductor space. While some companies may benefit, others might face serious cost pressure if they don’t shift their supply chains fast.

🎯 What We’ll Cover TONIGHT

Given all that’s happening, I’ll be going LIVE to walk you through:

✅ My take on how the macro landscape is shifting
✅ Two key earnings calls that could move markets
✅ And ONE trade idea I’ve been waiting months for — now it’s finally here

If you're serious about staying ahead this earnings season, this is one session you don’t want to miss.

🚨 Zoom seats are limited — first come, first served.
Register now to secure your spot:
https://us06web.zoom.us/meeting/register/-0S3gqGqQlCACdVBwr--9A

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Happy Hunting!

Pete
Invest with Pete

🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.