You have missed the key point, the mandate for supply diversification. That is why you should also be with LYC. The tariff is the bonus.
The Geopoloitical tensions have emphasised the necessity for supply chain diversity, and @suitsurfer showed last week, modeling with circa 70% deficit in supply.
So, although yoiu may have broken my comment down to a 'tariff' that is a far too simplistic takeaway.
My consideration is the many moving parts and way deeper than a tariff, although Im not saying the tariff is irrelevant, it is not the be all end all, as it adds support of the movement by all western countries around the world.
But the supply chain mandate for supply diversification due to ESG and national security must weigh heavily in what I am saying. That issue cannot come and go.
I agree with your sentiment on HRE in full, and include add what I am saying and you have one super power of a company.
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