Trump’s August 1 tariff deadline isn’t just another headline — it’s a clear, time-stamped catalyst.
14 countries. No extensions. No negotiations. Every supply-chain-heavy sector on the chopping block.
I’ve traded through market-shaking headlines before — and I’ve seen what happens when the market scrambles to price in an unpredictable future. Most large caps stall or sell off. But a handful of low-float penny stocks catch fire on the speculation. That’s where I focus.
If you want to know what I’m looking for — check out my free webinar here!
When tariffs come in, traders chase three themes:
- Domestic producers that benefit from import restrictions
- National security plays tied to critical tech or materials
- Anything remotely “Made in America” that sounds scalable
I don’t swing blindly into hype. I look for volume, price action, and confirmed patterns. Here are three names that fit the criteria heading into the next macro flashpoint.
3 Tariff Penny Stocks To Watch in July
| Ticker | Company | Performance (YTD) |
|---|---|---|
| AMEX: TGB | Taseko Mines Ltd. | |
| NASDAQ: LAES | SEALSQ Corp. | |
| NASDAQ: QUBT | Quantum Computing Inc. |
Before you send in your orders, take note: I have NO plans to trade these stocks unless they fit my preferred setups. This is only a watchlist.
The best traders watch more than they trade. That’s what I’m trying to model here. Pay attention to the work that goes in, not the picks that come out.
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Here are the tariff penny stocks I’m watching in July:
Taseko Mines Ltd. (AMEX: TGB)
This is a copper trade, plain and simple. On June 26, Trump announced plans for a 50% tariff on foreign copper. The next day, copper futures posted their biggest single-day jump since 1989.
That success is trickling down to TGB.
Traders looking to front-run that move will chase domestic and North American producers. That’s TGB. The company owns and operates the Gibraltar mine in British Columbia, one of the largest open-pit copper mines in North America. This isn’t a junior explorer — they’re already producing.
It trades more like a momentum stock than a commodity name. If copper futures spike again on new tariff headlines, I expect TGB to show up on scanners. It already popped after the first copper news cycle — and this setup often comes in waves.
This is exactly the kind of ticker I watch for a breakout or a panic dip — nothing forced, no swing positions, just reacting to the price when volume confirms.
SEALSQ Corp. (NASDAQ: LAES)
Trump’s plan isn’t just about raw materials — it’s targeting imported semiconductors, electronics, and anything tied to secure communications. SEALSQ fits that narrative.
The company develops post-quantum security chips with design and integration work based in Arizona. It’s pushing a multi-national project called the Quantum Corridor, aimed at building quantum-resistant infrastructure across the U.S. and Europe. That includes secure microcontrollers, satellite encryption, and government-facing hardware.
During trade war cycles, anything with “domestic chip” exposure tends to attract speculative flows. We saw this in 2018 with U.S. fabs and again in 2023 when export bans hit Chinese AI chips. Now tariffs are back in focus, and LAES gives traders a familiar story: small float, government-aligned narrative, and post-quantum buzz.
It’s not a clean long-term play, but if the tape starts rotating into U.S. chip alternatives, this ticker could catch a short-term wave. I’ve traded setups like this dozens of times — and when the press releases hit, the chart can move fast.
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Quantum Computing Inc. (NASDAQ: QUBT)
This is one of the few penny stocks that ties directly into national-security tech — and that matters in a trade war environment. QUBT already has a NASA contract. It recently raised $200 million from institutional investors, and in June it was added to the Russell 3000.
That combination — capital, credibility, and contracts — gives it more weight than most speculative tech names.
Read more: QUBT Stock Surges Following Nvidia’s Enthusiasm on Quantum Tech
The tariff angle here is simple: every time Washington ramps up trade restrictions, it doubles down on domestic tech independence. That means semiconductors, AI, and increasingly, quantum computing. Politicians love to frame quantum as a national defense priority, and QUBT’s contract work puts it right in the middle of that pitch.
This isn’t a buy-and-hold. It’s a former 1,800%* runner now consolidating with real funding and narrative tailwinds. If another wave of “build domestic tech” rhetoric hits as we move toward August 1, I’ll be watching for patterns I recognize — ideally a breakout with volume or a sharp pullback that finds support.
* Past performance doesn’t predict future results.
Bottom Line
These aren’t just random small caps — they all fit a specific, time-sensitive narrative tied directly to Trump’s tariff plan. That’s what I look for: catalysts that create volatility, stories that move markets, and charts that show clear setups.
The biggest mistake new traders make is trying to predict outcomes. That’s not the job. The job is to prepare for multiple scenarios, react to the ones that line up, and cut fast when they don’t.
No emotion. No ego. No guessing.
I’m watching these three into the August 1 deadline — not because I believe in them long term, but because I’ve seen what happens when narratives like this catch fire.
Stick to the patterns. Stay disciplined. Let the trade come to you.
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