According to @CNBC, Trump and JPMorgan are bolstering critical U.S. supply chains, and Morgan Stanley says certain national security stocks may benefit (source: CNBC). The post indicates a positive bias toward equities tied to U.S. supply-chain resilience and national-security themes, while not naming specific tickers (source: CNBC). The source did not reference cryptocurrencies or digital assets, and it provided no explicit BTC or ETH implications (source: CNBC). The item was posted on Oct 14, 2025 and links to a Morgan Stanley view through a CNBC article (source: CNBC).