GOOGL:AAPL:NVDA:AVGO:PLTR:LMT:GD:KTOS:GE:HON:TDG:BA:HWM:LHX:XOM:CVX:OXY:DAL:UAL:AAL:WMT:TGT:COST:AMZN:HD:LOW:FIVE:TSLA:STLA:GM:F:MP:AA:CLF2026-07-21
Policy Pulse — Trump/US Watch — 21 Jul 2026
Trump's portfolio beats S&P (37.3% vs 23.5%); Canada slapped with 50% Section 338 tariffs on autos/booze/dairy; Defense Supply Chain EO cuts China waivers. Section 122 expiry in 3 days. Impact: 🟢 BUY GOOGL, AAPL, NVDA, PLTR, XOM, WMT, TGT, MP | 🔴 SELL DAL, UAL, STLA