President Trump on "tariff exceptions" announced on Friday: First, he says "there was no tariff exception announced on Friday." Then, he says they will be subject to the "existing 20% fentanyl tariffs." Then, he says they are "just moving to a different tariff bucket." However, it's still very unclear: Does this mean electronics and semiconductors are subject to 20% tariffs but not 145% reciprocal tariffs? Maybe this can still be viewed as bullish if so?