Trump Froze Tariffs... Now What? 😕

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Markets woke up ready for another tariff tantrum.

Instead, they got a surprise ceasefire.

Donald Trump said he won’t slap on the new tariffs that were set to kick in on Feb. 1, 2026. Why? Because he and NATO just shook hands on a framework for Arctic security.

Yes. This is about Greenland. Again.

After what Trump called a “very productive meeting” with NATO Secretary General Mark Rutte, the two sides outlined a future deal covering Greenland — and the entire Arctic region.

👉 The Arctic is getting spicy
👉 Everyone wants a seat at the table
👉 Tariffs were being used as leverage… until they weren’t

Once the framework was in place, Trump said the tariffs were officially off the menu.

Earlier in the day, Trump told attendees at the World Economic Forum that he does want control of Greenland… but won’t use force to get it.

So no invasion DLC. Just negotiations, good vibes, and diplomacy.

He also teased ongoing talks around something he called “The Golden Dome” as it relates to Greenland. Details TBD, lore pending.

This isn’t just Trump freelancing in the Arctic. He confirmed negotiations will involve:

In other words: this is now officially a thing.

Tariffs getting pulled = less near-term trade friction
Greenland talks = long-term geopolitical maneuvering
Arctic security = energy, shipping lanes, minerals, military positioning

This isn’t just ice and polar bears. It’s resources, routes, and power wrapped in a very Trump-shaped headline.

Cold region. Hot politics. Tariffs back in the freezer.

1. Buy the “Tariffs Got Iced” Trade ❄️
Trump pulling tariffs off the table removes a near-term risk premium for globally exposed industrials and exporters. Less trade friction = cleaner earnings visibility.
📌 Action: Gradually add to diversified industrial and global growth ETFs like $VT ( ▲ 0.72% ), $ACWI ( ▲ 0.73% ), or U.S. exporters with heavy international exposure (think machinery, aerospace, logistics). Scale in on red days — this is a relief rally, not a one-day pop.

2. Position for Arctic Infrastructure & Defense Spend 🛡️
Arctic security talks aren’t just political theater — they usually mean long-term spending on defense systems, logistics, satellites, and infrastructure in extreme environments.
📌 Action: Allocate to defense & aerospace exposure via ETFs like $ITA ( ▲ 0.77% ) or $XAR ( ▲ 1.44% ). This is a slow grind trade, not a meme spike. Hold while budgets, contracts, and NATO coordination quietly expand in the background.

3. Play the “Greenland = Stuff in the Ground” Angle ⛏️
Greenland is about rare earths, minerals, shipping routes, and energy access. Less geopolitical tension lowers execution risk for future development.
📌 Action: Build a small long-term position in materials and mining ETFs like $PICK ( ▲ 1.34% ) or $REMX ( ▲ 3.69% ) . Don’t chase headlines, drip in over weeks. This is a 2–5 year scarcity trade, not a quarterly earnings flip.

After more than a decade together, Berkshire Hathaway could be preparing to dump its massive stake in Kraft Heinz. And the market definitely noticed.

A new regulatory filing shows Kraft Heinz’s biggest shareholder may sell 325,442,152 shares from time to time.

$KHC ( ▲ 0.98% ) stock promptly slid 5.3% to $22.51, because nothing scares investors more than Buffett possibly reaching for the exit door.

Back in 2015, Warren Buffett teamed up with Brazil’s deal-making machine 3G Capital to smash Kraft and Heinz together.

The bet?

Iconic brands + ruthless efficiency = long-term money printer.

Reality?

Turns out macaroni nostalgia doesn’t compound like Apple stock.

Fast-forward to last summer: Berkshire took a $3.76B write-down on its Kraft Heinz stake.

That’s Buffett-speak for: “Yeah… this didn’t work.”

Then came the cherry on top. Buffett openly said he was disappointed with Kraft Heinz’s plan to split the company in two.

When Buffett’s disappointed, it’s not yelling. It’s worse. It’s silence.

In September, Kraft Heinz confirmed it will split into two independent, publicly traded companies via a tax-free spinoff.

The pitch:

The subtext: Maybe two smaller ships float better than one leaky one.

This move follows a broader strategic review that kicked off back in May.

Important nuance:
The filing says Berkshire may sell shares “from time to time.”

That’s not a fire sale. It’s more like Buffett cracking the door open and seeing if the vibes are better outside.

Still—when the largest shareholder even mentions selling, markets listen.

Sometimes even the Oracle admits… Not every meal ages well.

Not metaphorically. Literally.

According to the WSJ, SpaceX is quietly gearing up for an IPO — and the motivation isn’t Mars (yet). It’s AI data centers orbiting Earth like floating server racks.

Yes, cloud computing. But make it low Earth orbit.

The pitch: solar-powered AI data centers circling the planet, beaming compute power back down.

The reaction from engineers: “You want to do WHAT… in space?”

The challenges are real:

But that hasn’t stopped Musk from going all-in. Sources say he’s become borderline obsessed with SpaceX being first to pull this off.

And obsession + rockets usually means spending billions.

Building orbital AI data centers isn’t a “pass the hat” situation. It’s a tens-of-billions situation.

An IPO gives SpaceX:

Most notably… xAI.

Musk reportedly sees a SpaceX IPO as a way to help xAI catch up to the AI giants.

Context matters:

xAI’s official comment?

“Legacy Media Lies.”

Very on-brand.

This isn’t just about infrastructure — it’s personal.

Musk has a long-running rivalry with OpenAI CEO Sam Altman, who reportedly explored buying a rocket company last year to deploy AI satellites of his own.

Meanwhile:

Musk wants SpaceX public first. Because of course he does.

Yes. Very loudly.

For years, SpaceX leadership said they wouldn’t go public until rockets were regularly flying to Mars.

Then reality showed up with an AI-shaped bill.

Musk has openly complained about running Tesla as a public company — regulators, lawsuits, compensation drama, the whole circus.

Yet here we are.

Money talks. Mars can wait.

Former SpaceX employees say the company has been quietly building:

By fall, SpaceX reportedly hit a breakthrough after throwing more resources at the problem.

Translation: “This stopped being sci-fi.”

It’s not just Musk.

What used to be a long-term idea became urgent last year.

Why? Because AI demand is exploding faster than Earth-based infrastructure can scale.

Behind the scenes:

This move has real intent and urgency behind it.

Here’s the catch.

The entire orbital data center plan is built around Starship.

Problem:

Good news: An upgraded Starship test flight is expected soon

Bad news: If Starship stumbles, the whole thesis wobbles

If SpaceX pulls this off:

Some investors even think:

Public stock = financial safety net.

Space is no longer the final frontier. It’s the next data center aisle

1. Ride the AI Infrastructure Arms Race
AI isn’t just about models. It’s about who builds the plumbing. Space-based data centers push demand for chips, networking, cooling, and power tech even harder. This race accelerates AI infrastructure spend, regardless of whether Musk’s space plan works.
📌 Action: Accumulate AI infrastructure leaders like $NVDA ( ▲ 0.68% ), $AVGO ( ▼ 1.47% ), or $SMCI ( ▲ 1.37% ) on pullbacks. Focus on companies selling hardware picks-and-shovels, not moonshot promises. AI CapEx doesn’t slow just because gravity exists.

2. Front-Run the “Private-to-Public” AI Trade
When major private players prep IPOs, public comps often re-rate first. SpaceX, xAI, OpenAI, and Anthropic all circling public markets pulls investor attention back to established AI platforms with real revenue and scale.
📌 Action: Rotate into large-cap AI incumbents like $GOOG ( ▼ 0.25% ) or $MSFT ( ▲ 1.18% ) ahead of IPO hype cycles. These names benefit from AI enthusiasm without execution risk or valuation guesswork. IPO buzz = multiple expansion fuel.

3. Bet on Space as the Next Growth Narrative
Whether or not orbital data centers happen soon, space commercialization is accelerating — launches, satellites, and defense-adjacent tech are becoming long-term budget priorities.
📌 Action: Build exposure through space-adjacent public names like $LMT ( ▲ 0.58% ) or $NOC ( ▲ 0.32% ). These benefit from rising launch demand and government contracts without needing sci-fi breakthroughs to work. Space hype + defense spending = steady tailwinds.