reSee.it - Tweets Saved By @Jackson

Posted - August 3, 2025 at 4:04 AM

Saved - August 3, 2025 at 11:31 PM

reSee.it AI Summary

Trump issued a $22 billion ultimatum to Apple, demanding iPhone production in the U.S. instead of India. After a private meeting with Tim Cook, he publicly threatened a 25% tariff if Apple didn't comply. This led to a significant market reaction, with Apple shares dropping and broader indices following suit. Analysts deem the demand unrealistic, citing high costs for U.S. production. Despite this, Apple announced a $500 billion investment in U.S. manufacturing. Trump's approach highlights the power of personal influence in reshaping economic landscapes.

@Jackson_00j - Jackson

Trump just delivered a $22 billion ultimatum to Apple: Bring production to America - or pay the price. Apple refused. Trump acted. And what followed? A $600+ BILLION power move no one saw coming. 🧵

@Jackson_00j - Jackson

On Friday morning, former President Donald Trump took to Truth Social to address Apple CEO Tim Cook directly. His message was unmistakable: "I expect their iPhones, sold in the United States of America, to be manufactured and built in the United States—not India or anywhere else." The statement was a firm ultimatum, underscoring his stance on domestic manufacturing and economic policy.

Video Transcript AI Summary

President Trump threatened Apple with 25% duties on iPhones made overseas, stating on Truth Social that he expects iPhones to be manufactured in the United States, not India or elsewhere. Trump clarified in a press conference that the tariffs would also apply to Samsung and any other company that makes that product to ensure fairness. He anticipates these measures will be appropriately implemented by June.

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Speaker 0: President Trump threatening tech giant Apple with 25% duties on overseas made iPhones. Trump saying on a truth social post that he expects Apple's iPhones to, quote, be manufactured and built in The United States, not India or any place else. But it's now only Apple that faces this tariff threat. The president sharing further details in a press conference earlier this afternoon. It would be more. It would be also Samsung and anybody that makes that product. Otherwise, it wouldn't be fair. So anybody that makes that product, and that'll start on, I guess, the June. It'll come out. I think we have that appropriately done by the June.

@Jackson_00j - Jackson

Trump wasn’t just making idle threats. On Friday morning, he took to Truth Social with a direct message to Apple CEO Tim Cook: "If that is not the case, a Tariff of at least 25% must be paid by Apple to the U.S." This declaration didn’t come out of nowhere—just two days earlier, on Wednesday, Trump had already met with Tim Cook at the White House. The timing speaks volumes.

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The speaker discusses a deal with an unnamed party, presumably a manufacturer, regarding tariffs and plant construction. The understanding was that the party would not sell products into the US without tariffs if they built plants elsewhere. However, the party is now planning to build a plant in the US to avoid tariffs, despite a prior agreement. The speaker states they are okay with the party building plants in India, but not selling products from there into the US without tariffs.

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Speaker 0: The June. So if they make that product now, again, when they build their plant here, there's no tariff. So they're gonna be building plants here, but I had an understanding with him that he wouldn't be doing this. He said he's going to India to build plants. I said, that's okay to go to India, but you're not gonna sell into here without tariffs. Well, here with more

@Jackson_00j - Jackson

Whatever was said in that private meeting, it clearly didn’t go Trump’s way. Just 48 hours later, he took to social media with public threats—leaving little doubt about his frustration. And the market wasted no time reacting.

@Jackson_00j - Jackson

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@Jackson_00j - Jackson

Apple shares tumbled 2.6% in early trading on Friday. But that was just the start. The shock rippled through the broader market—S&P 500 slid 1%, Dow dipped 0.7%, and Nasdaq lost 1.1%. Investors weren’t just reacting to Apple. They knew the stakes were much higher. https://t.co/0JUQd20oBR

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President Trump increased tariff threats via social media, this time targeting Apple. The Dow dropped .6% and Apple shares fell 3% following Trump's post stating phones sold in America should be made in America. The S&P and Nasdaq also declined.

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Speaker 0: President Trump is ramping up his tariff threats on social media. The latest target on Apple had alerts ringing and Wall Street spinning. The Dow dropped point 6% yesterday. Shares of Dow component Apple fell 3% after the president's post that phones sold in America should be made in America. The S and P and Nasdaq also tumbled, and today the president is in West Point.

@Jackson_00j - Jackson

Obviously, Apple isn't just any company. They're the world's most valuable brand. And Trump's threat exposed a massive vulnerability in their entire business model. Here's what most people are missing: https://t.co/SqjkicBewN

@Jackson_00j - Jackson

Apple makes most iPhones in China. But they've been quietly shifting production to India to avoid China tariffs. Over half of iPhones sold in the US are now made in India. Cook even said they'd increase Indian production by 65% this fall. But Trump just closed that loophole: https://t.co/cNwcZTrufn

@Jackson_00j - Jackson

"No India, or anyplace else." Trump wants iPhone production on American soil. Period. But industry analysts are calling this demand a "fairy tale." Wedbush Securities analyst Daniel Ives didn't hold back... https://t.co/7Th9jMltFR

@Jackson_00j - Jackson

"We believe the concept of Apple producing iPhones in the U.S. is a fairy tale that is not feasible." Why? The economics are brutal. Higher-end iPhones would cost up to $3,500 each if made in America. That's double the current price. But Apple clearly got the message... https://t.co/Lshc9Ud8Nn

Video Transcript AI Summary

The speaker claims Major is pressuring Apple to immediately move production to the US. Apple CEO Tim Cook has stated the US lacks a sufficient pool of skilled workers to produce iPhones in the necessary quantities. Outside analysts estimate that even with a US workforce, the cost of an iPhone could triple for American consumers, potentially rising from $1,000 to $3,000 or even $3,500.

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Speaker 0: So basically, Major, what he's trying to do is to pressure Apple to move its production to The US more or less immediately even though Apple CEO Tim Cook has said time and time again that, first of all, The US simply doesn't have the pool of skilled workers with the, with the particular skills needed to make the iPhone in numbers large enough to be able to make millions of iPhones here in The United States. And outside analysts have, estimated that making the iPhone in The US, even if that workforce was available, would end up tripling the cost for American customers from, let's say, a thousand dollars right now up to 3,000 or even 3,500.

@Jackson_00j - Jackson

They just announced a $500 billion investment in US manufacturing over 4 years in February. They're building a 250,000-square-foot factory in Houston for servers. Meanwhile, Trump's not stopping with Apple. https://t.co/BPnXGUrPyF

Video Transcript AI Summary

Apple announced it will invest over $500 billion in the US over the next four years, including building a new factory and hiring 20,000 people. This announcement came days after CEO Tim Cook met with President Donald Trump. The $500 billion commitment includes doubling the advanced manufacturing fund from $5 billion to $10 billion and constructing a new advanced manufacturing facility in Houston. The Houston factory will manufacture servers to support Apple Intelligence, its artificial intelligence platform. The expanded advanced manufacturing fund includes a multibillion-dollar commitment to TSMC's new manufacturing facility in Arizona.

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Speaker 0: Apple on Monday announced the company won best more than $500,000,000,000 in The US over the next four years, including plans to rebuild a new factory and hire 20,000 people in the country just days after the iPhone maker's CEO Tim Cook met with President Donald Trump. In a press release, Cook said the company's new $500,000,000,000 commitment includes a doubling of its advanced manufacturing fund from $5,000,000,000 to $10,000,000,000 and building a new advanced manufacturing facility in Houston. The factory in Houston will be used manufacture servers the company plans to deploy to support its artificial intelligence platform, Apple Intelligence. The expanded advanced manufacturing fund, which the company first announced in 2017 to support high skilled manufacturing jobs, includes a, quote, multibillion dollar commitment towards chipmaker TSMC's new manufacturing facility in Arizona.

@Jackson_00j - Jackson

He also threatened a 50% tariff on the European Union starting June 1st. "Our discussions with them are going nowhere!" This isn't just about trade. It's about reshaping global manufacturing. And other companies are already responding... https://t.co/mULrrpCgeq

Video Transcript AI Summary

President Trump is threatening a 50% tax on all imports from the EU and a 25% tariff on Apple products if iPhones aren't made in America. These proposed tariffs on the EU, a long-standing US ally, are higher than the 30% tariffs on China, a geopolitical rival. The reduction of tariffs on China was intended to facilitate negotiations between Washington and Beijing. Trump is reportedly upset by the lack of progress in trade talks with the EU, which is pushing for zero tariffs, while Trump wants to maintain at least a 10% tax on most imports.

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Speaker 0: President Donald Trump is threatening a 50% tax on all imports from the European Union as well as a 25% tariff on Apple products unless iPhones are made in America. Trump says he wants to charge higher import taxes on goods from the EU, a long standing US ally, than from China, a geopolitical rival that had its tariffs cut to 30% this month so Washington and Beijing could hold negotiations. Trump was upset by the lack of progress in trade talks with the EU, which has insisted on cutting tariffs to zero even as the president has publicly insisted on preserving a baseline 10% tax on most imports.

@Jackson_00j - Jackson

TSMC just announced a $100B investment in US chip manufacturing. 3 new fabrication plants, 2 packaging facilities, and a research center in Arizona. Trump: "The most powerful AI chips in the world will be made right here in America." But the real story isn't about tariffs... https://t.co/vfFnBFYYvB

Video Transcript AI Summary

Taiwan Semiconductor is investing at least $100 billion in new capital in the United States to build state-of-the-art semiconductor manufacturing facilities, primarily in Arizona. The most powerful AI chips in the world will be made in America. This $100 billion investment will build five cutting-edge fabrication facilities in Arizona, creating many thousands of high-paying jobs. In total, Taiwan Semiconductor's investments amount to approximately $165 billion.

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Speaker 0: Today, Taiwan Semiconductor is announcing that they will be investing at least $100,000,000,000 in new capital in The United States over the next short period of time to build state of the art semiconductor manufacturing facilities. I think mostly it's gonna be in Arizona, which is what I understand. The most powerful AI chips in the world will be made right here in America, and it'll be a big percentage of the chips made by his company. But, as you know, they're based mostly in Taiwan, and, they're far and away the biggest. There's nobody even close. This $100,000,000,000 in new investment will go into building five cutting edge fabrication facilities in the great state that we just discussed, Arizona, and will create thousands of jobs, many thousands of jobs, and the high paying jobs. In total, today's announcement brings Taiwan Semiconductor Investments to about 165,000,000,000 they've started already.

@Jackson_00j - Jackson

It's about economic leverage. Trump's using America's massive consumer market as a weapon. Buy American-made products or pay the price. And it's working. But here's what this story really reveals: https://t.co/SeV3y6CbGs

@Jackson_00j - Jackson

Apple thought their private power would protect them. Boardroom access. Regulatory relationships. Corporate influence. But Trump had something they couldn't buy: The ability to shape the perception of millions of people. https://t.co/hEg5oRpeWw

@Jackson_00j - Jackson

One post. $118 billion in motion. Apple’s institutional power? It pales in comparison to a single voice with a platform, driving change on conviction alone. This is the power of personal influence. And today’s most visionary founders must grasp this shift—or risk getting left behind.

@Jackson_00j - Jackson

Trump’s personal platform cuts through all gatekeepers, giving him unfiltered access to his audience. With that reach, he can: • Instantly shift markets • Share insights on demand • Prompt direct responses from stakeholders This isn’t just influence—it’s the new reality of business.

Video Transcript AI Summary

In today's society, individuals are rewarded for creative work and creating something brand new. The most powerful money makers are individual brands, like Elon, Kanye, Oprah, or Trump. These eponymous name brands are leveraged. Podcasts work for you when you sleep. Individual brands have knowledge that nobody else has. For example, Joe Rogan has the knowledge of being Joe Rogan, a UFC fighter, commentator, podcaster, and comedian interested in many things who knows many people. He is irreplaceable, so he must be paid what he's worth.

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Speaker 0: But really, today in society, you get rewarded for creative work, for creating something brand new that society didn't even know yet that it wanted. So the most powerful money makers are actually individual brands, people like yourself, or Elon, or Kanye, or Oprah, or Trump, right? These are individual brands, eponymous name brands, who themselves are leveraged. You have podcast media going out to everybody, the podcast work for you when you sleep. They have knowledge that nobody else has, which is your knowledge is the knowledge of being Joe Rogan. I mean, who else is a UFC fighter and a commentator and a podcaster and a comedian and, you know, interested in all these things and knows all these people? Can't replace you. So we have to pay you what you're worth.

@Jackson_00j - Jackson

I hope you've found this thread helpful. Follow me @Jackson_00j for more. Like/Repost the quote below if you can:

@Jackson_00j - Jackson

reSee.it - Tweets Saved By @Jackson_00j