According to @sama, the US government has historically played a role in critical infrastructure builds, and his organization’s public submission outlines ways Washington can support domestic supply chains and manufacturing to strengthen the industrial base. Source: Sam Altman (@sama) on X, Nov 7, 2025. He stated this approach aligns with priorities communicated by the US government and argues that reindustrialization across the stack—fabs, turbines, transformers, steel, and more—would benefit their industry and others. Source: Sam Altman (@sama) on X, Nov 7, 2025. He clarified that such support is fundamentally different from loan guarantees to OpenAI, emphasizing broad-based national policy over firm-specific aid. Source: Sam Altman (@sama) on X, Nov 7, 2025. For traders, the named sectors (semiconductor fabs, turbines, transformers, steel) are explicit areas to watch if policy moves in this direction, with the signal focused on manufacturing and supply chain investment rather than company-level financing. Source: Sam Altman (@sama) on X, Nov 7, 2025. The source did not mention cryptocurrency or digital assets, and no direct crypto market impact was indicated. Source: Sam Altman (@sama) on X, Nov 7, 2025.

According to @KobeissiLetter, the introduction of 25% tariffs on cars not manufactured in the US will increase the average price of these vehicles by up to $12,500. This policy, termed 'Liberation Day' by President Trump, aims to bolster domestic manufacturing but has led to a downturn in US automaker stocks as traders anticipate potential disruptions in supply chains and increased costs for consumers.

According to The Kobeissi Letter, new tariffs will affect both cars and car parts imported into the US. This policy implies that simply assembling vehicles in the US is insufficient; the parts must also be manufactured domestically to be considered tariff-free. This is crucial for trading strategies in the automotive sector, as it may affect the cost structure and pricing of imported vehicles and parts (source: The Kobeissi Letter).