CNBC pundit: Trump almost single-handedly revitalized the short-selling business.

CNBC financial analyst Jim Cramer said that Trump's policies are distorting market logic, attracting short sellers and leading investors to misjudge the situation: "The recent market misjudgments have a common cause: the president's tariffs policy and his continued disruption of trading decisions on nationalism in other parts of the world." Cramer pointed out that the market has recently seen a pattern of "selling at the opening bell" because of the expectation that Trump will suddenly make comments about trade or companies like Apple, as investors try to profit from short-term declines. However, this strategy will fail on days when Trump remains silent. Cramer said that Trump has almost single-handedly revitalized the short-selling business, with many hedge funds starting to aggressively short stocks like NVIDIA or CoreWeave, believing they can make a steady profit with White House policies. He warned that "short sellers may suffer significant losses because many companies are performing well, but the actions of the White House often cloud Wall Street's vision."