According to The Kobeissi Letter, Trump's 25% auto tariff will significantly affect brands like Audi, Porsche, and Ferrari, which rely 100% on imports for the U.S. market. BMW and Mercedes, which manufacture 50% of their U.S. sold cars domestically but depend on imported parts, will also face challenges. Stellantis produces around 60% of its cars in the U.S., thus having a slightly lower risk exposure. These tariffs could influence trading decisions as companies adjust their supply chains and pricing strategies (source: The Kobeissi Letter).