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![PatientWealth Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1901253070857613312.png) theconsistentinvestor [@PatientWealth](/creator/twitter/PatientWealth) on x XXX followers
Created: 2025-07-19 08:30:45 UTC

5/15 - Category 1: Domestic Substitutes

When imports get expensive, domestic alternatives shine:
🏭 Manufacturing: $CAT, $DE (equipment vs. Chinese imports)
🔧 Industrial: $EMR, $HON (automation vs. labor arbitrage)
🛠️ Materials: $NUE, $STLD (steel vs. foreign competition)

These aren't just stocks. They're policy hedges.


XXX engagements

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**Related Topics**
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[$de](/topic/$de)
[$cat](/topic/$cat)
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