Trump 2.0 Tariff Tracker· Jan 20, 2026
Tariffs will benefit U.S. domestic manufacturers in steel and automotive sectors while increasing costs for importers and tech firms reliant on global supply chains.
Position Reasoning
Apple faces higher costs due to tariffs on semiconductors (25%) and potential iPhone-specific tariffs (25% threatened), impacting margins on imported components.
Jeff Bezos & John Elkann - Italian Tech Week 2025· Oct 3, 2025
The ongoing technological advancements, particularly in space and AI, are likely to present long-term growth opportunities for companies with customer-centric focus and durable business models.
Position Reasoning
Apple's focus on customer experience, long-term thinking, and innovative product development (including AI integration) aligns with Bezos's perspective.