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Maybe he woke up in the middle of the night …

With a bunch of auto executives beside him in bed.

Who can say what’s on Trump’s mind now. But he is considering exempting tariffs on some auto parts coming into the U.S.

This is another U-Turn again after he paused tariffs.

But I could have the secret answer why he’s doing so in this week’s Visual of the Week!

Moving on, here are the news that shocked the world…

Trump U-Turn … Again? $GM ( ▲ 0.49% )  $F ( ▼ 0.2% ) : President Trump is considering to make some tariff exemptions on automotive parts into the U.S. [Read More]

Tesla $TSLA ( ▲ 9.8% ) : Tesla’s 1Q 2025 results disappointed. Disappointed to the point that Elon Musk himself said that he has to spend less time with DOGE [Read More]

Nvidia $NVDA ( ▲ 4.3% ) : Nvidia could be facing some stiff competition from Huawei. Share price fell by 4.5% as news reported that Huawei’s 910C chips are competitive against Nvidia’s H100 chips [Read More]

PepsiCo $PEP ( ▼ 1.43% )  : PepsiCo is not having a blast. It has recently cut its earnings forecast for 2025 because tariffs would affect consumers appetite for fizzy drinks [Read More]

Comcast $CCW ( 0.0% )  : Comcast profits beat expectations in 1Q 2025. But not all is Gucci. It announced that it is shifting to mobile businesses as traditional broadband business is increasingly out of favour [Read More]

Apple’s Starlink Update Sparks Huge Earning Opportunity

Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.

One of the biggest potential winners? Mode Mobile.

Mode’s EarnPhone already reaches +45M users that have earned over $325M, and that’s before global satellite coverage. With SpaceX eliminating "dead zones" worldwide, Mode's earning technology can now reach billions more.

Mode is now gearing up for a possible Nasdaq listing (ticker: MODE) but you can still invest in their pre-IPO offering at $0.26/share before their share price changes.

Invest before 5/1 price change.

_{*An intent to IPO is no guarantee that an actual IPO will occur. Please read the offering circular and related risks at invest.modemobile.com.
*The Deloitte rankings are based on submitted applications and public company database research.}

P.S. Every click helps me get you all the information you need for your investing journey!

Here are the news covering the Asia market…

Green Tea IPO: China’s budget restaurant chain, Green Tea, is planning to list in the Hong Kong market to establish a central processing kitchen and upgrade its systems [Read More]

Singapore Property: DBS thinks that the Singaporean property sector could be in for a rough ride as Trump tariffs could push property prices down if a recession happens [Read More]

Keppel: Keppel’s profits have grown by 25% in 1Q 2025 as it continues with its divestments of legacy assets in the offshore and marine segments [Read More]

Mapletree Logistics: Profits have shrunk by 12% for 1Q 2025 as China’s property contributions decrease but Singapore, Australia and Hong Kong helped hold up its profits [Read More]

Nanofilm Tech: Revenue grown by 12% in 1Q 2025 boosted by the advanced materials and nanofabrication businesses [Read More]

See below for our handpicked analyst reports:

Is President Trump caving into the pressure from U.S. car makers?

It certainly appears so, as he is considering to exempt some auto parts from tariffs in the U.S.

But what’s the story? What’s the spill?

So I dug deep into this. And the things I found totally explains why Trump is changing his stance.

From the data above, we know that both Ford and General Motor (homegrown U.S. auto maker companies) command about 30% of the U.S. auto market share.

However, most of their auto parts don’t come from the U.S.

For example, Ford needs to source 65% of their auto parts from countries outside of the U.S. and Canada.

And you guessed it, Mexico is the main supplier of these parts.

This is even worse for General Motors (GM)

GM assembles 75% of their U.S.-sold cars in the U.S. but only 25% of the parts come from the U.S. or Canada. This means GM has to source 75% of their parts from other countries such as Mexico and Asia.

Remember when some analysts in the market singled out Tesla as ‘relatively unaffected’ by Trump’s auto tariffs?

There is a reason for that.

Tesla sources only about 30% of its auto parts from outside of the U.S. And ALL their U.S.-sold cars are made in the U.S.

I don’t know about you but something smells crony-ish here. Trump enacts a tariff on auto makers where Tesla is the best-positioned car brand to withstand this? And Elon Musk is the CEO of Tesla?

It’s awfully smelly here.

That said, it seems that the U.S. auto maker industry is finally getting their greasy hands into Trump’s negotiating table.

I wonder what kind of shitty deal they are getting from Trump now …

Have you ever wondered where you can get a quick-and-easy way of knowing the target price of a company?

I have been using SimplyWallSt’s average target price to do this!

For example, I was looking at whether analysts were still positive on Tesla with the new auto tariffs.

Generally, yes. Average target price is at US$290 with a potential upside of 11%. However, not everyone is in agreement.

The range of the forecast is wide that it could easily swing to a SELL position. This is how I tell the risk and reward ratio of Tesla at the moment.

It is risky, and its potential upside is limited also. So, even if I invest in it, I would be taking on too much risk for too little return.

Interested in using SimplyWallSt? Use my link when you are signing up!

Hope the above is fruitful for you all!

Cheers,
James Yeo