Good Tuesday morning. This is a developing situation but it has enough upside potential that we wanted to get it to you while we’re early in the story.

What did we learn from the plandemic? We learned that both the consumer and companies began stocking up on “everything” as supply chains began breaking down.

In economics it’s referred to as a “demand pull” and it’s almost certainly underway right now.

Consider this; as companies and consumers buy everything possible, in order to get out in front of tariffs that could cause prices to surge higher, the end result could be Q2 GDP growth that could be much greater than the recession forecasts being issued today.

Heads up: with the semis having already imploded 39% from their highs, this is the group we want to own in advance of “Trumps 4D chess” of demand pull….if that’s the game plan. And this GDP growth could be kicking in just as the President begins striking tariff deal after tariff deal.

If what we’ve laid out above is ...