According to @KobeissiLetter, US automakers like Ford, GM, Stellantis, and Tesla, who source and assemble cars and parts in Canada and Mexico, are facing declines due to the imposition of 25% auto tariffs. This impacts their cost structure and profitability, potentially affecting their stock performance in the near term.

According to The Kobeissi Letter, US automakers such as Ford, GM, Stellantis, and Tesla, which source and assemble parts in Canada and Mexico, are significantly impacted by the imposition of 25% auto tariffs. This development has contributed to a decline in their market performance as the tariffs increase production costs and potentially affect pricing strategies.