President Trump delivers remarks during his visit to Kentucky — 3/11/2026

I just came from Thermo Fisher Scientific investing $2 billion in domestic manufacturing. Ford Motor Company announced a $2 billion assembly plant. Apple is spending $650 billion on new plants. GE Aerospace announced a $1 billion investment. All because of what we've done with the tariffs and with the deductions. Companies that aggressively onshore their supply chains and build domestic factories are the primary beneficiaries of the administration's America First industrial policy. 100% upfront expensing and tariff protections give these specific domestic manufacturers a structural margin and tax advantage over import-reliant competitors. LONG. These mega-caps are perfectly aligned with the administration's tax and trade policies, ensuring favorable regulatory treatment and lower effective tax rates. Retaliatory tariffs from foreign nations could negatively impact their international revenue streams.

Last year, I took action to save 74 coal power plants from crushing restrictions and regulations that would have forced them to shut down. The secular decline of the US thermal coal industry has been driven by environmental regulations forcing plant retirements. By using federal power to explicitly protect and keep these 74 plants online, the administration is artificially extending the terminal value and domestic end-market demand for US coal producers. LONG. Deregulation and active federal support provide a massive, unexpected fundamental tailwind for domestic coal operators. State-level environmental mandates or sustained ultra-low natural gas prices could still pressure coal dispatch rates despite federal protections.

I also announced a lease agreement for $1.5 billion of private sector uranium enrichment facility in Paducah. The administration is actively funding and leasing federal sites to rebuild the domestic nuclear supply chain. Companies involved in North American uranium enrichment and mining will directly benefit from this influx of private and federal capital as the US pivots away from Russian enriched uranium. LONG. The explicit backing of domestic uranium enrichment facilities creates a highly favorable growth environment for US-centric nuclear fuel cycle companies. Delays in facility construction, supply chain bottlenecks, or broader regulatory hurdles for new nuclear reactor deployments.

I recently signed an executive order to ban large Wall Street investment firms from buying up single family homes. Institutional single-family rental (SFR) REITs rely on continuous property acquisitions to grow their portfolios and drive shareholder value. A federal ban on Wall Street purchases destroys their inorganic growth pipeline and could eventually force portfolio liquidations or structural changes to their business models. SHORT. The core business model of publicly traded SFR aggregators is under direct, existential regulatory attack from the executive branch. The executive order faces immediate legal challenges and is stayed or overturned in federal court, allowing acquisitions to resume.

Under my plan, I want to stop all payments to big insurance companies and instead give the money directly to the people so that they can buy their own healthcare. Managed care organizations derive a massive portion of their revenue and earnings from government-sponsored programs, including ACA subsidies, Medicare, and Medicaid. Cutting off direct federal payments to these insurers would severely compress their margins, disrupt their revenue base, and force a complete restructuring of the health insurance market. SHORT. The administration is actively targeting the profitability and government funding mechanisms of major managed care companies. Congress blocks the proposed healthcare overhaul, maintaining the status quo for managed care revenues and government subsidies.