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Acting as the hero from the affordability crisis, but was the villain who created it. But I don’t take side...

Feb 13, 2026

The creator discusses Donald Trump's potential cancellation of tariffs on steel and aluminum goods, linking it to the current affordability crisis and his declining poll numbers. The video highlights companies in the steel and aluminum sectors that were affected by these tariffs, suggesting that the removal of tariffs could benefit these companies and consumers.

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Tickers discussed in this post

KALUNeutralLow ConvictionResearch Only

Kaiser Aluminum Corporation is identified as an aluminum pure play whose stock was affected by tariffs, presented as a company potentially impacted by tariff changes.

CENXNeutralLow ConvictionResearch Only

Century Aluminum Company is mentioned as an aluminum pure play whose stock was impacted by tariffs, presented as a company potentially affected by tariff adjustments.

AANeutralLow ConvictionResearch Only

Alcoa Corporation is identified as an aluminum pure play whose stock was affected by tariffs, presented as a company potentially impacted by tariff changes.

STLDNeutralLow ConvictionResearch Only

Steel Dynamics, Inc. is mentioned as a steel pure play whose stock was affected by tariffs, presented as a company potentially impacted by tariff adjustments.

NUENeutralLow ConvictionResearch Only

Nucor Corporation is identified as a steel pure play whose stock was impacted by tariffs, presented as a company potentially affected by tariff changes.

NODKNeutralLow ConvictionResearch Only

United States Steel Corporation is mentioned as a steel pure play affected by tariffs, with its stock being a potential consideration if tariffs are scaled back.

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