🏭 Reshore. Reload. Rally.

😎 Market Vibes

America's back on the factory floor - and the market is taking notes.
From EV plants turning into rental properties to automation stocks breaking out, the "Made in USA" momentum is more than just political theater - it's showing up in real capital flows. But it's not all smooth sailing: even U.S.-based names like Rivian are feeling the pinch from imported parts. We're tracking the tickers riding the reshoring wave, the battery buildout, and the secondhand swag boom - wins, warnings, and all.

🇺🇸 Made in America - 5 Stories Powering the Reshoring Boom

1.  🏭 Lucid's Arizona factory becomes a hot commodity
   With tariffs threatening imported EVs, legacy automakers are circling Lucid's $700M Casa Grande factory as a shortcut to "Made in USA" status. The EV startup says it's open to licensing or leasing its underused capacity - because who needs demand when you've got real estate leverage?

2. 🤖 Rockwell Automation surges 12% on U.S. factory boom
   Shares of Rockwell (ROK) spiked after the company reported weaker earnings but upgraded guidance tied to American manufacturing strength. Demand for automation gear is flying as reshoring plans turn into real capital projects. Robots don't need lunch breaks, apparently.

3. 👚Secondhand clothing booms as tariffs hit fast fashion
   Goodwill, ThredUp, and even your local thrift rack are winning the trade war. With tariffs squeezing Shein and other ultra-cheap imports, secondhand is suddenly cost-competitive - and cool again. Bad news for the $4 T-shirt economy.

4. 🚚 Rivian adjusts forecasts despite U.S. roots
   Rivian builds all its EVs in Illinois but still warned investors that tariffs could hit margins. Why? Its supply chain still leans on imports, especially for parts and materials. Moral of the story: being "Made in America" isn't cheap - yet.

5. 🔨 Reshoring gains momentum with 70% of firms planning a move
   A recent industry survey shows nearly 70% of U.S. manufacturers are actively reshoring or planning to. Tariffs are the obvious driver, but so is geopolitics, labor stability, and a sudden love affair with domestic logistics. Globalization is out, local vibes are in.

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💸 Trade Talk

Everyone's focused on who's hurt by tariffs - but the real alpha might come from who benefits. We're talking steel, railroads, semicap equipment, and battery builders getting their revenge arc. It's not a trade war - it's a local renaissance with tax breaks.

💡 For traders, this shift opens new lanes. Infrastructure, logistics, and battery supply chains are getting fresh capital and policy tailwinds. It's not about picking sides - it's about adding sectors that finally have momentum and a macro story to match.

🧠 Big Brain Energy

Stat: $93 billion - amount invested in U.S. battery manufacturing since 2019.
Takeaway: That's not a sector. That's a national power grid.

This isn't just about EVs - it's about geopolitics, grid storage, and a full-on industrial pivot. Battery plants are popping up faster than cold brew shops, with states throwing billions at cathode lines and anode coating facilities like it's 1950s steel all over again. Forget outsourcing - the new game is vertical integration on American soil, from mine to module. Call it energy independence with a lithium twist.

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🧨The Outrage Meter

Lucid: The Airbnb of EV factories?
Lucid's latest headline grab isn't a new model - it's a pivot to leasing out its underused Arizona factory to other automakers. With tariffs threatening overseas production, rivals are eyeing Lucid's plant like a hotel with free continental breakfast. CEO Peter Rawlinson says they're open to licensing deals, tech sharing, and even full-on manufacturing collabs. Translation: when you can't sell enough cars, you might as well sublet your space. Congrats to the first EV company to pivot from "electric vehicles" to "industrial coworking as a service."

🤔What Do You Think?

✌️ Thanks for vibing with us. We appreciate you riding shotgun on this reshoring rally. Catch you next time.

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