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- The Trump Megabill Just Shook the Market — Here’s What You Actually Need to Know
The Trump Megabill Just Shook the Market — Here’s What You Actually Need to Know
From tax breaks to clean energy cuts, here’s how the Senate’s latest move could impact your portfolio — and where smart money’s headed next.

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Alright, let’s cut through the chaos.
Washington just pushed forward one of the most sweeping economic bills in recent memory — the “One Big Beautiful Bill.” It’s 900 pages of dense political back-and-forth, but beneath the drama lies real impact on your money, your investments, and the industries you probably already have exposure to — or should.
If you’re a young investor trying to build wealth while the rules keep shifting, this bill just rewrote a good chunk of the playbook. Whether you’re bullish on clean energy, skeptical of government spending, or just trying to make sense of your next move, this breakdown is for you.
Let’s get into the key takeaways — and more importantly, what you should do next.
Taxes Just Got a Makeover — But Not Everyone’s Cheering
Taxes were the centerpiece of this bill — and for good reason. If passed, it would lock in Trump’s 2017 individual tax cuts permanently, keeping the top tax rate at 37% and offering new deductions for things like tips, overtime, and even car loan interest. This is solid news if you're a W-2 worker grinding out extra hours or a freelancer chasing multiple income streams.
What about business owners and investors? The bill resurrects key corporate deductions, including for capital investments, R&D, and property depreciation — and makes the 20% pass-through deduction (Section 199A) permanent. If you run a small business or invest through an LLC, this is huge.
Oh, and SALT cap? There's now a $40,000 deduction window coming your way.
Lower taxes = more retained capital = more cash to invest. But don’t let the deductions distract you — the national debt ceiling was raised by $5 trillion. Inflation risk still looms.
Clean Energy Takes a Hit — Fossil Fuels Win This Round
Clean energy companies got sucker-punched here. The bill ends tax credits for EVs and solar projects sooner than expected — Tesla included. A proposed excise tax on solar and wind projects tied to Chinese supply chains was removed at the last minute, but the overall tone of the bill? Not exactly green-friendly.
On the flip side, fossil fuels got a government hug. Trump’s team even classified coal as a “critical mineral” (no, we’re not kidding), which now makes it eligible for manufacturing credits.
Elon Musk slammed the bill for mocking the Department of Government Efficiency’s goals, warning that cutting off EV incentives could slow grid modernization and raise utility bills. And he's not wrong — this move could reshape the energy investing landscape for years to come.
🧠The market’s response to Tesla (TSLA) and similar clean energy stocks will likely be volatile in the short term. That’s exactly why our Tesla Long/Short EMA Strategy is clutch right now. More on that in a sec.
Healthcare: Cost Cuts, Coverage Lost
This part of the bill is getting the most public heat. Medicaid spending is set to be slashed by $900 billion. The Congressional Budget Office estimates 11.8 million people will lose coverage by 2034 — including legal U.S. citizens due to tightened eligibility requirements.
Rural hospitals, already struggling, could be pushed further toward closure. And while some Republican leaders argue this brings needed fiscal restraint, the polling shows the public isn't convinced — 59% oppose the bill, even in conservative-leaning surveys.
Healthcare stocks, especially insurers and providers tied to Medicaid, could see turbulence. Keep an eye on managed care names and rural healthcare REITs. Expect pressure.
Tesla's in the Crosshairs — Here's How to Play It Smarter

Tesla stock (TSLA) dropped over 5% as the Senate moved the bill forward. That’s not just a reaction to losing EV credits — it’s also tied to Elon Musk's very public frustration and the bill’s broader stance against clean energy.
But here’s the thing: volatility creates opportunity.
Our Tesla Long/Short EMA Strategy was built for moments like this. It automatically adapts to both bullish and bearish trends in Tesla using exponential moving average (EMA) crossovers — a proven technique used by traders to ride momentum and limit drawdowns.
You don’t have to guess the next policy move or earnings surprise. The strategy does the work for you — and it runs directly in your existing brokerage account.
Corporate America Reacts: Mixed Signals
Big business has reasons to smile. The bill’s tax provisions offer “long-term certainty,” according to the Business Roundtable. But not everyone’s toasting champagne — a key artificial intelligence provision was removed last-minute, raising eyebrows in Silicon Valley.
Why does this matter? AI is still the darling of Wall Street, and the government stepping back could slow innovation and affect funding trends. Still, the long-term trajectory is intact.
Short-term pullbacks in AI-related stocks might be buying opportunities, but don’t chase hype blindly. Stick to fundamentally sound plays with strong cash flow and real-world use cases.
Between a tax code overhaul, a clean energy cold shoulder, and massive healthcare cuts, this bill is more than just a headline — it’s a market-moving machine. And like it or not, it’s shaping the sectors where many of us have skin in the game.
So instead of getting whiplash from every tweet and policy shift, put systems in place that automate the strategy for you. That’s exactly what Surmount was built for.
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Tap into strategies built for today's volatility.