Happy Liberation Day? And Trump’s Great Speech on Tariffs

[LevelUP]

We're not in Kansas anymore.  Trump tariffs are now at 145%.

Apple airlifts 600 tons of iPhones from India 'to beat' Trump tariffs

https://www.reuters.com/technology/apple...025-04-10/

Besides Apple, these large companies are the most exposed to the China trade war.

Tesla: Relies on Chinese components (batteries, electronics) for U.S.-made vehicles, adding ~$7,000 per car in costs. U.S.-made Model S and X face China’s tariffs, halting new orders there.

Dell Technologies: 40% of its products are manufactured in China, risking margin pressure on laptops and servers.

HP Inc.: 30% of its PCs and printers come from China, facing similar cost hikes.

Nike: Sources ~25% of goods from China. Price increases or margin hits are likely.

Intel: China is 29% of its revenue, with $8 billion in U.S.-assembled CPUs exported annually, now facing China’s tariffs.

Boeing: China’s tariffs make its planes costlier versus Airbus, threatening 179 planned deliveries (2025-2027) to Chinese airlines.

General Motors and Ford: Both depend on Chinese auto parts, with GM facing higher cost pass-through risks than Ford due to broader exposure.

Walmart: Imports 40% of apparel/footwear from Asia, much from China, squeezing margins or raising prices.