Another thing about throwing high tariffs on countries is those countries now will show their hands. They'll tell the US what they have and how much they value it. US can just guess and make a big number, but they might give actually valuable information to the US in their response. US companies, it has been noted, will also likely to to Trump and offer him deals and things.
Bilateral negotiations with 180 countries.
No one is even talking about semis or AI. It's been that way for months. Before AI, they talked about the amazing best company ever Apple and how no one saw that company ever decreasing, maybe just sales slowing a bit.