Truth Social post of July 9, 2025

PostTariff raisedPublished 25/07/09Open the original

Summary

President Trump announces a 50% tariff on copper effective August 1, 2025, following a national security assessment, saying it will revive the copper industry critical to semiconductors and defense.

By industry

Batteries, EVs & the IRA1 trading day−0.0%p15 stocks5 trading days+8.4%p15 stocks20 trading days+91.8%p15 stocks
Defense1 trading day+0.1%p15 stocks5 trading days+1.9%p15 stocks20 trading days+5.0%p15 stocks
Semiconductors & CHIPS Act1 trading day−0.6%p15 stocks5 trading days+0.8%p15 stocks20 trading days−6.2%p15 stocks
Tariffs & Reshoring1 trading day−0.6%p15 stocks5 trading days−0.8%p15 stocks20 trading days−7.1%p15 stocks

Day by day after the announcement

Batteries, EVs & the IRA stocks and the S&P 500 after the announcement, cumulative %
Day	Batteries, EVs & the IRA stocks	S&P 500
25/07/08	0.0%	0.0%
25/07/09	+0.5%	+0.6%
25/07/10	+5.6%	+0.8%
25/07/11	+3.7%	+0.4%
25/07/14	+5.3%	+0.7%
25/07/15	+8.6%	+0.2%
25/07/16	+8.0%	+0.6%
25/07/17	+16.0%	+1.3%
25/07/18	+19.2%	+1.1%
25/07/21	+15.9%	+1.4%
25/07/22	+20.0%	+1.4%
25/07/23	+18.9%	+2.3%
25/07/24	+18.4%	+2.3%
25/07/25	+18.0%	+2.7%
25/07/28	+103.6%	+2.7%
25/07/29	+87.6%	+2.4%
25/07/30	+84.7%	+2.7%
25/07/31	+86.5%	+1.9%
25/08/01	+88.0%	+0.2%
25/08/04	+92.8%	+1.9%
25/08/05	+93.0%	+1.2%

Korean stocks in these industries

LG Energy Solution 373220
Samsung SDI 006400
SK Innovation 096770
Hanwha Aerospace 012450
Korea Aerospace Industries 047810
LIG Defense & Aerospace 079550
Hyundai Rotem 064350
Samsung Electronics 005930
SK hynix 000660
SKC 011790
Hyundai Steel 004020
POSCO Holdings 005490
SeAH Steel Holdings 003030

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

John T. Kim10% Owner
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
David D. KimOther
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Sujoda InvestmentsOther
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Sujoda ManagementOther
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Susan Y. KimDirector
BuyAmkor Technology
Buy
Amkor Technology
AMKR
$9.6M
441,589 sh
$9.6M
Filed 25/08/05
Traded 25/08/01
Tench CoxeDirector
SellNvidia
Sell
Nvidia
NVDA
$142.8M
1,000,000 sh
$142.8M
Filed 25/06/10
Traded 25/06/09
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$9.3M
53,807 sh
$9.3M
Filed 25/07/18
Traded 25/07/17
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$9M
51,901 sh
$9M
Filed 25/07/23
Traded 25/07/21
Mark A. StevensDirector
SellNvidia
Sell
Nvidia
NVDA
$88.4M
608,248 sh
$88.4M
Filed 25/06/23
Traded 25/06/18
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$8.5M
54,331 sh
$8.5M
Filed 25/06/26
Traded 25/06/26
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$8.1M
46,701 sh
$8.1M
Filed 25/07/28
Traded 25/07/25
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$8M
49,324 sh
$8M
Filed 25/07/10
Traded 25/07/09
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.7M
49,070 sh
$7.7M
Filed 25/07/01
Traded 25/06/30
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.6M
44,727 sh
$7.6M
Filed 25/07/18
Traded 25/07/16
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.5M
40,901 sh
$7.5M
Filed 25/08/08
Traded 25/08/08
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.4M
46,971 sh
$7.4M
Filed 25/07/07
Traded 25/07/07
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.3M
43,439 sh
$7.3M
Filed 25/07/23
Traded 25/07/22
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.3M
44,176 sh
$7.3M
Filed 25/07/15
Traded 25/07/14
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$7.2M
42,447 sh
$7.2M
Filed 25/07/15
Traded 25/07/15
Jen Hsun HuangPresident and CEO
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$6.8M
42,970 sh
$6.8M
Filed 25/07/07
Traded 25/07/03