DJT, XOM, WFC - Zoom Under Trump Govt ?

There is an English proverb that goes something like this - “the early bird catches the worm”.

Is this applicable when it comes to investing in US stocks (a) with a new incoming party and (b) a returning President ?

After a long, hard-fought campaign, Donald Trump has secured an election victory and will retake the White House in January 2025, with an inauguration on 20 Jan 2025.

Regardless of political preferences, investors must now consider how the incoming Trump administration will impact the US stock market and their investment portfolios.

Throughout his campaign, Trump has focused on several potential market-moving themes.

This included:

• Securing border with Mexico.

• Aggressive tariffs implementation on imports.

• Support domestic oil and gas drilling.

• Reduce regulations.

• Cut corporate taxes.

• Even, investing in Bitcoin and cryptocurrency mining.

Assuming the returning president is focused and not fickle minded, below are possible stocks to invest in-advance, that could be big winners under the Republican party.

• $Trump Media & Technology(DJT)$

• MicroStrategy Inc. (MSTR)

• Tesla Inc. (TSLA)

• GEO Group Inc. (GEO)

• Exxon Mobil (XOM)

• $Intel(INTC)$

• $Wells Fargo(WFC)$.

• Lockheed Martin Corp. (LMT)

Due to limited real estates, will focus on the 3 stocks highlighted in BLUE.

(1) Trump Media & Technology.

Trump Media & Technology Group is a media company focused on prioritizing “free” speech.

It is the parent company of social media platform Truth Social, that was created in 2022 after Trump was kicked off Facebook and Twitter in 2021.

It aims to serve as a safe harbor for free expression and create an alternative platform to those provided by Big Tech corporations.

Throughout 2024, Trump Media's stock has traded up or down based on Trump's perceived campaign performance.

Trump is the majority owner of Trump Media, so Truth Social almost certainly get plenty of promotion and visibility in the coming years.

He needs a mouth piece to channel his propaganda without interventions, what could be more convenient than owning one ?

• DJT ended Fri, 22 Nov 2024 trading marginally higher at +0.92% or $30.77 per share.

• It hit rock bottom on 23 Sep 2024 at $12.15.

• It peaked on 27 Mar 2024 at $66.22.

• As late as 29 Oct 2024, it managed to reach $51.51.

• If US market continues to ascend, the ability to hit $66 remains a possibility.

(2) Intel Inc.

Intel used to be the largest US producer of microprocessors, central processing units (CPUs) for personal computers and many other semiconductor products.

Due to weak management and lack of foresight & direction, it has been degenerating for a while.

This former giant needs all the help it can get to jump start its struggling business.

Current President Joe Biden made headlines for his CHIPS and Science Act, that’s supposed to provide subsidies for companies building foundries in the US.

Alternatively, Trump plans to implement tariffs on imported chips, primarily from Taiwan.

Intel is already building domestic foundries, and tariffs on imported chips could reduce its international competition.

Intel shares rose after Trump discussed his chip tariffs on Joe Rogan's podcast.

• Of the 3 shortlisted stocks covered, Intel is the only stock in negative territory based on past 12 months performances.

• It has fallen by -46.53% and is currently priced at $23.65 per share.

• At its lowest, it was $18.99 set on 7 Aug 2024.

• At Intel heads towards year end, its top 5 pressing issues remain : (1) manufacturing process (2) Competition from AMD and Nvidia, (3) Financial performances, (4) its Foundry services and (5) Technology advancement.

• Latest news is Intel’s grant awarded by the Biden administration has been reduced from $8 billion to $7.86 billion; as a result of Intel securing a $3 billion contract. Market did not like it. To me its all in the business, you win some, you lose some…(see below)

(3) Wells Fargo.

Wells Fargo is one of the largest US banks, with loans mostly within the US market.

During Trump's first administration, he treated the banking industry well by supporting deregulation.

That hands-off approach is good news to the entire US banking industry, but it may be particularly good news for Wells Fargo.

The bank is likely interested in getting out from under its punitive $1.9 trillion Federal Reserve asset cap that has been in place since 2018.

• 12 months ago, it was at its bottom price of $42.92, taken on 24 Nov 2023.

• Overall, the banking stock has gained +76.98%, closing last Friday at $75.96, that is also its peak.

• With its latest relative strength index (RSI) coming in at “76”, Wells is consider “overbought” technically.

• With WFC trading above its 200-day, 50-day, and 20-day moving averages, it is considered a bullish signal, suggesting potential upward momentum in the short to medium term.

Your thoughts on the 3 stocks shared ? Whatever the case maybe, take a moment to look left, right and then left again before hitting the Buy button.

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• Do you think the Trump govt will fully back Intel for a successful come back in 2025 ? It is the last all-American foundry.

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