Trump Nuked the Market With 100% Tariffs and Everyone Panic-Sold

S&P 500: -2.4% 📉
Dow Jones: -2.7% 📉
Nasdaq: -2.5% 📉

Everyone was vibing early in the week, riding high... then Friday came and absolutely destroyed the party.

Friday, President Trump woke up and chose violence.

He threatened 100% tariffs on Chinese imports. Why? Beijing's playing hardball with critical minerals exports.

Markets absolutely sh*t the bed.

It wasn't just "oh no, tariffs are bad" - it was the full cascade of panic:

Everyone started doom-scrolling at once.

Investors face a dilemma. Headlines everywhere say tariffs and AI hype are distorting public markets.

Now, the S&P is trading at over 30x earnings—a level historically linked to crashes.

And the Fed is lowering rates, potentially adding fuel to the fire.

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Here's the thing - stocks had been RIPPING lately. Tech and AI names, especially.

Everyone was pricing in Fed rate cuts like they were guaranteed. Valuations were getting spicy. The whole thing was fragile AF.

So when Trump dropped his tariff bomb? Investors panic-sold faster than you can say "de-risk."

Tech stocks and semiconductors took the worst beating.

Growth stocks? Down bad.
Supply chain plays? Even worse.

Meanwhile, the boring stocks actually held up - defensive plays and consumer staples were the safe haven. PepsiCo even GAINED on Friday while everything else was burning.

Soda > semiconductors in a trade war, apparently.

Classic risk-off move:

Translation: People running scared, grabbing whatever looks safe.

Oh, and btw - the government shutdown means we're flying blind.

No economic data. No job reports. No inflation numbers.

So traders are just… guessing? Panic-trading on vibes? Yeah, that's going great.

Nasdaq got wrecked the hardest - too many high-multiple growth stocks.

S&P 500 fell, but at least it's diversified enough to soften the blow.

Dow dropped hard too - even the boring blue chips couldn't hide.

Here's what actually matters going forward:

📈 Earnings Season
Are companies going to admit tariffs are screwing them? Watch the guidance calls.

🏦 The Fed
If trade war escalates, rate cut expectations could get wild. Or the Fed might freeze. Who knows.

🌍 Trump vs. China
Any sign of cooling off could pump markets back up. Any escalation = more pain.

📉 Technical Levels
S&P is sitting near 6,600. That's a key support. If it breaks... oof.

📊 Data Releases
Once the shutdown ends and data flows again, any surprises will HIT DIFFERENT in this environment.

We walked into this week feeling good. Momentum was solid. The vibes were immaculate.

Then Trump said "tariffs," and the entire market imploded.

This wasn't just about the tariffs themselves - it's that everyone was overexposed, overleveraged, and way too confident.

Now we wait to see if this is just a blip... or the start of something way worse.

Stay safe out there. 🫡

Not financial advice. We're just here to explain why your portfolio is crying.