I posted this elsewhere, if it's of any interest

https://www.ft.com/content/9038804f-cf69-4193-9332...
"... speaking on ABC’s This Week on Sunday, Lutnick said products such as smartphones, laptops and wireless earphones that were offered a reprieve on Friday would be re-examined as part of a government probe into semiconductors, that could result in tariffs.
“What he’s doing is he’s saying they’re exempt from the reciprocal tariffs,” Lutnick said, referring to President Donald Trump. “But they’re included in the semiconductor tariffs, which are coming in probably a month or two.” “Correct. That’s right . . . We need our medicines and we need semiconductors and our electronics to be built in America.”

Maybe Tim Apple needs to chat with Lutnick about Apple's planned $500billion investment in the U.S. over the next four years
https://www.apple.com/newsroom/2025/02/apple-will-...

The only certainty these days is uncertainty, I'll probably be writing some puts Monday as vol spikes yet again.

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