Who are the Winners in BBB?

and Live Webinar tonight

Author

Pete Tan
July 03, 2025

📣 TONIGHT: Invest with Pete Live Webinar (3 July, 9PM SGT)

We’ll break down what the Big Beautiful Bill actually means for investors:

✅ Which sectors are poised to win
⚠️ Which sectors might get crushed
🧠 How I’m positioning for the next few months

and I have a crazy trade idea that I think might just work!

🚨 This is a LIVE session at 9PM Singapore Time
Seats are limited due to Zoom capacity, so come early to lock in your spot!

There’s no such thing as a quiet week in the markets anymore 😮‍💨

Here's what just happened (and what's about to hit):

🚨 Trump’s “Big Beautiful Bill” and Massive Debt Incoming

The US Senate just passed Trump’s One Big Beautiful Bill (OBBB), and it’s gonna have huge long-term impact:

  • Adds ~$3.3 trillion to the federal deficit over the next decade

  • Extends tax cuts, boosts military spend, cuts social programs like Medicaid/SNAP

  • Moody’s already downgraded US credit rating to Aa1, and the bill makes it worse

  • Investors are getting jittery about Treasuries, with some calling this “free advertising for Bitcoin”

Bottom line? Higher debt, weaker USD, potential inflation tailwinds, and more pressure on yields.

🔋 Tesla Beats Estimates But There’s a Catch

Tesla just delivered 384,000 vehicles in Q2 2025, a 14% decline from a year ago and second straight quarterly decline..
Stock jumped over 4% in trading 🚀

But here's the nuance:

  • Deliveries are up QoQ, but still 13% down YoY

  • Demand outlook still uncertain, especially in China and Europe

  • Pricing cuts may be driving volume, but margins remain a concern

Markets love the beat but fundamentals still have questions.

🇨🇳 US Loosens Chip Restrictions… Slightly

In a surprising twist, the US has lifted export bans on chip design software (EDA) to China… but only for Siemens.

Why it matters:

  • Siemens now has a leg up over competitors like Cadence and Synopsys

  • Could be a strategic move to allow a "controlled" player into the China market

  • Signals the US is selectively opening trade despite broader tensions

Investors in the semiconductor space watch how this unfolds. I think we can expect more news from Trump after OBBB is passed

📉 Major US Jobs Data Tonight

Set your clocks ⏰

Tonight (July 3), we’ll get:

  • Non-Farm Payrolls

  • Unemployment Rate

  • Average Hourly Earnings

And ISM Services PMI

This is critical.

If jobs come in strong, the Fed may hold off rate cuts.
If weak, markets may start pricing in cuts more aggressively.

Either way, expect volatility tonight ⚡

Stay sharp, stay ready — and see you tonight 👀💥

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.