“Delta has the strongest competitive positioning at all of its key hubs and holds almost a 70-75% market share at its top 6 hubs, where it has deployed more than 50% of its capacity. It has the highest penetration in the premium traffic segment among the three U.S. full-service carriers.”

 “Stronger pricing for semiconductors should fuel another rally for the stock.”

 “New tariffs on clean tech imports could have a detrimental impact on near-term growth, and thus climate benefits, but should serve as a demand accelerant for domestic-made products.”

 “First Solar remains 'a significant beneficiary of any trade policies that protect U.S. supply chains and provide developers with further incentive to buy domestic.'”

 “As a result of the Anti-Dumping and Countervailing Duties petition, we would expect bookings momentum to accelerate and pricing to improve.”

 “Both General Motors and Ford will benefit from changes the new tariffs will bring... incentivizing locally manufactured EVs could come at a cost from a penetration standpoint.”

 “I would describe the Supercharger network as one of the crown jewels of Tesla. Instead of doing victory laps and building the Supercharger network and reaping the benefits of this asset, suddenly there’s this pause.”

 “We have really relied on Tesla’s leadership here in North America... I think to all of a sudden have the sensation of that leadership seemingly paused or stopped or halted, it brings into question, where do we go from here and who will step up?”