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![JaguarAnalytics Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1087194962.png) JaguarAnalytics [@JaguarAnalytics](/creator/twitter/JaguarAnalytics) on x 55.2K followers
Created: 2025-07-14 00:30:00 UTC

$XLI Industrials & $IYT Transports -- Things from Big Beautiful Bill that we will hear about in Q2 earnings from corporate America: 45Q Credits, Section XXX and Bonus Depreciation are expected to energize capital-goods demand. There is a reason why $GM & $F are so strong lately.

![](https://pbs.twimg.com/media/GvxxfPlXMAAdAGO.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944554941210611943/c:line.svg)

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