U.S. Gov Wants Intel Stonks?! 🤯

U.S. GOV WANTS INTEL STONKS?! 🤯 

The U.S. government might be about to cosplay as a Wall Street trader.

Commerce Secretary Howard Lutnick is floating the idea that if chip companies want CHIPS Act money, Washington should get equity in return.

The government wouldn’t just hand out grants, it would actually become a shareholder.

Intel is the first test case. Talks are underway for the government to take a 10% stake in exchange for funding. White House press secretary Karoline Leavitt confirmed it’s on the table, calling it a “creative idea that’s never been done before.”

Lutnick insists this won’t mean Washington is telling Intel how to run the business. Still, it would mark a historic shift. The only other times the U.S. government has taken corporate stakes were during full-on economic crises.

And Intel isn’t the only company in the mix. Micron, TSMC, and Samsung already got billions in CHIPS Act subsidies, and Lutnick is exploring whether the same equity-for-funding deal could apply to them too. For context:

• Samsung scored $4.75 billion

• Micron grabbed $6.2 billion

• TSMC pocketed $6.6 billion

Why is this happening? Two reasons: national security and economics. Washington wants chip production inside the U.S. so it isn’t relying on Taiwan every time it needs the tech that powers everything from iPhones to fighter jets.

TL;DR

• The U.S. is considering taking equity stakes in chipmakers that get CHIPS Act money.

• Intel negotiations could give the government a 10% stake.

• Samsung, Micron, and TSMC might be next.

• It’s an unprecedented move that would make Washington a direct shareholder in major corporations.

• The goal: lock in national security and keep chip production on U.S. soil.

1. Buy the CHIPS Winners
The U.S. government is turning into a potential shareholder in chipmakers like Intel, Micron, TSMC, and Samsung. More money plus government backing = stronger balance sheets and long-term demand.
📌 Action: Accumulate shares in $INTC ( ▼ 1.26% ) , $MU ( ▲ 2.28% ) , or $TSM ( ▲ 1.42% ) as they secure billions in subsidies and potential equity deals. Hold for multi-year growth.

2. Play the U.S. Manufacturing Buildout
The CHIPS Act is funneling $52.7B into domestic factories. That money doesn’t just help chip companies — it boosts construction, materials, and equipment suppliers tied to fabs.
📌 Action: Look at semiconductor equipment names like $ASML ( ▲ 0.2% ) and $LRCX ( ▼ 0.8% ) . Also consider industrial ETFs like $XLI ( ▲ 0.14% ) for broader exposure.

3. Hedge with National Security Angle
The U.S. wants chips made onshore to reduce reliance on Taiwan. That makes defense contractors and cyber infrastructure providers indirect beneficiaries of the policy.
📌 Action: Build a hedge by adding $LMT ( ▲ 1.03% ) or $NOC ( ▲ 0.75% ) . Both stand to gain if chip security and defense budgets stay locked together.

THE TARIFF BOMB JUST DROPPED 💣️ 

The Trump administration just expanded steel and aluminum tariffs to cover 407 more products. That means a 50% duty slapped on everything from wind turbines to bulldozers to the fridge in your kitchen.

Think of it like Oprah with a tax stamp: “You get a tariff, you get a tariff, everybody gets a tariff!”

What’s on the hit list?

• Wind turbines and their parts

• Mobile cranes and bulldozers

• Railcars and compressors

• Automotive exhaust systems

• Electric vehicle steel parts

• Household appliances like refrigerators, freezers, and dryers

Basically, if it’s big, metal, and important, it probably just got more expensive.

Why do this?

The official line: The government says this closes loopholes that let foreign companies sneak steel and aluminum into the U.S. and undercut American producers.

Jeffrey Kessler, Under Secretary of Commerce, put it like this: “Today’s action expands the reach of the steel and aluminum tariffs and shuts down avenues for circumvention – supporting the continued revitalization of the American steel and aluminum industries.”

Fewer imports, higher prices, U.S. steelmakers cheer.

Winners vs Losers

Winners:

• Cleveland-Cliffs $CLF ( ▲ 0.39% ) and Nucor $NUE ( ▼ 0.71% ) , two of the biggest U.S. steelmakers, who pushed hard for this move. Their champagne bottles are probably already on ice.

Losers:

• Foreign automakers, who warned U.S. producers can’t meet demand.

• Tesla $TSLA ( ▼ 1.42% ) , which tried to stop tariffs on specialty steels used in its EV motors and wind turbines. They argued there’s no U.S. capacity for that steel, but their request was rejected.

The bigger picture

This tariff move is about protection. U.S. steel and aluminum industries have been struggling against cheaper imports, and this is an attempt to shield them. But shielding producers usually means one thing for consumers: higher prices on cars, appliances, and just about everything that needs steel or aluminum.

TL;DR

• U.S. slapped a 50% tariff on 407 steel and aluminum products

• Items hit: wind turbines, bulldozers, EV parts, fridges, and more

• Winners: Cleveland-Cliffs and Nucor

• Losers: Tesla and foreign automakers

• Consumers can expect pricier goods

 1. Back the U.S. Steelmakers
The 50% tariff expansion directly protects domestic producers like Cleveland-Cliffs and Nucor. With foreign competition priced out, U.S. steelmakers gain pricing power and volume.
📌 Action: Add exposure to U.S. steel equities or steel-focused ETFs like $SLX ( ▲ 0.47% ) . Hold as long as tariff protection stays in place.

2. Play the Appliance & Auto Supply Chain Squeeze
Tariffs mean higher input costs for automakers and appliance manufacturers. Margins get tighter, especially for companies reliant on imported specialty steel. Think Tesla and Whirlpool.
📌 Action: Rotate into suppliers or brands that produce more domestically, such as General Motors $GM ( ▲ 1.3% ) or U.S.-heavy appliance makers.

3. Ride the Infrastructure Angle
With tariffs boosting domestic steel demand, U.S. producers stand to benefit further from government infrastructure spending. Rail, wind, and construction projects now funnel more money into U.S. steel.
📌 Action: Gain exposure via infrastructure ETFs like $PAVE ( ▲ 0.19% ) which benefits from tariff-driven reshoring and government-funded projects.

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