Trump 2.0: 3 Security Stocks to Ensure Investment Success: PLTR, FTNT, AXON

Tiger_Contra
11-11
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Market recap

Stocks rose at the end of their best week in 2024 amid solid consumer sentiment data and bets that Donald Trump’s promises of tax cuts will further benefit corporations. However, After the rate cut last Friday, market is reckoning that the likelihood of further reductions has diminished, and the extent of any future cuts may fall short of expectations. Following the election, Trump trade has made a comeback, prompting a risk-on sentiment in the market. However, if the market starts to factor in policy uncertainties and the Fed's potential adjustments to its rate-cutting stance, a wave of risk-off sentiment globally can warrant attention.

The US President-elect is having a busy agenda: According to a report from The Washington Post on November 10, Russian President Vladimir Putin spoke with President-elect Donald Trump on November 7 to discuss the urgent need to "resolve the conflict in Ukraine as soon as possible." Additionally, Axios reported that Ukrainian President Volodymyr Zelensky had a 25-minute phone call with Trump on November 6, during which newly minted wolrd #1 billionaire Elon Musk made an unexpected appearance, indicating that he would continue to support Ukraine through Starlink satellites.

Hot takes: Cathie Wood shares her insights on Trump 2.0 through the ARK Invest YouTube channel. In the video published on the 9th, she expressed a bullish outlook on the economic situation. She believes that tax cuts can stimulate economic growth and that the U.S. could emerge from deficits as it did during the Reagan era. Wood predicts a decline in interest rates and lower-than-expected inflation, which would be beneficial for investments and keep the capital markets active. Furthermore, she anticipates that the Trump administration will adjust regulatory bodies like the SEC and FTC, easing antitrust regulations to encourage merger and acquisition activities. Furthermore, with Elon Musk's assistance, government efficiency is expected to improve, which will also help reduce deficits. Wood maintains a positive stance on digital assets (think Bitcoin).

Buckle up

GEO operates the largest private prison network in the US, having been notorious for civil chaos several times. The expectations of Trump's combating illegal immigration and retail theft is making it another name on the meme stock watchlist.

$Palantir Technologies Inc.(PLTR)$ : Pretty sure you’ve heard of it.

The Company is renowned for its big data analytics, with key clients including government agencies and financial institutions. In Q3 earnings, Palantir announced significant growth in both revenue and profit for the first three quarters of the year, with increases of 26% and an astonishing 225%, respectively. Palantir also raised revenue and profit guidance to new highs, driven by optimism surrounding robust government spending and corporate investments in AI. Following its recent inclusion in the S&P 500, Palantir's stock price surged, making it one of the best-performing stocks in the index this year.

$Fortinet(FTNT)$ : Next-generation cybersecurity technology.

The Company focuses on security solutions, particularly in cloud security and AI-driven threat detection. Given the current geopolitical landscape, Fortinet holds a unique advantage. Much like Palantir, both enterprises and government entities are significantly increasing their cybersecurity budgets, propelling rapid growth for the company.

$Axon Enterprise, Inc.(AXON)$ : The manufacturer of body cameras for law enforcement, video recording software, and stun guns TASER.

In Q3, AXON reported revenue of $544.3 million, marking a 31.7% increase that significantly exceeded market expectations. AXON also anticipates total annual revenue of $2.07 billion, again beating forecasts.

Trading vol: Safeguard your greenback

Leverage trading volume to define tradable stocks. As retail investors with limited funds, it is necessary to select "tradable stocks" well and efficiently utilize limited time and purchasing power.To choose the most trades of cost-performance ratio, liquidity reigns supreme. Tradable stocks are those of relatively high trading volumes.

$Palantir Technologies Inc.(PLTR)$ : The stock price has been on a steady rise, but the trading volume has shown an opposite trend, declining day by day. This drop in volume, coupled with the increasing price, suggests a diminishing value proposition. Large-cap stocks require a significant amount of capital, which can limit their price increases. However, as a market bellwether, PLTR reflects investor sentiment and reinforces the prevailing trading styles and risk appetites in the market.

$Fortinet(FTNT)$ : The stock price has risen in tandem with increasing trading volume and has decisively broken through the resistance level established by the previous price high. Now, we await a modest pullback, after which there will likely be opportunities to trade.

$Axon Enterprise, Inc.(AXON)$ : Trading volume has been steadily increasing and has recently surged significantly, leading to a price breakout. The bullish momentum is strong, making it worthwhile to continue monitoring the stock for the best buying opportunity.

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Comments

  • BAITHISRINIVASCBCUOAOBAITHISRINIVASGOVUS
    11-11
    BAITHISRINIVASCBCUOAOBAITHISRINIVASGOVUS
    SEUAN॥॥॥॥॥॥॥॥॥॥॥॥॥ऽऽऽऽऽऽऽऽऽ॥॥॥॥॥॥|||||||||conform।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।।७४१६२८१११४।।।।।।।।।|||||||||||||||||conform।।।।।।।।।।।।||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
  • huuou
    11-11
    huuou
    Interesting strategy with those security stocks
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