Buy what the president says: tech, energy, defense, space, EVs

Market_Chart
01-23

This is the kind of market where you simply buy what the president tells you to:

Rare Earths: $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$

Defense: $SkyWater Technology, Inc.(SKYT)$ $Kratos Defense & Security Solutions(KTOS)$ $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Amentum Holdings, Inc.(AMTM)$

AI Infrastructure: $Alphabet(GOOGL)$ $New Era Helium Inc(NUAI)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Hut 8 Mining Corp(HUT)$

Critical Minerals: $Trilogy Metals(TMQ)$ $Energy Fuels(UUUU)$ $United States Antimony(UAMY)$

Energy: $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$

Chips: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$

Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$

Space: $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$ $Firefly Aerospace Inc.(FLY)$ $Redwire Corp.(RDW)$

Drones: $Ondas Holdings Inc.(ONDS)$ $Unusual Machines Inc(UMAC)$ $Red Cat Holdings Inc.(RCAT)$

Nuclear: $Centrus(LEU)$ $Cameco(CCJ)$ $Oklo Inc.(OKLO)$ $BWX Technologies Inc(BWXT)$

Autonomous Vehicles: $Tesla Motors(TSLA)$ $Aeva Technologies Inc.(AEVA)$

Robotics: $Serve Robotics Inc.(SERV)$ $Amazon.com(AMZN)$ $Arbe Robotics Ltd.(ARBE)$

Batteries: $T1 ENERGY INC(TE)$ $Eos Energy Enterprises Inc.(EOSE)$ $Electrovaya Inc.(ELVA)$ $Fluence Energy, Inc.(FLNC)$

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$12B Project Vault in Rare Earth: Is USAR the Real Winner?
The Trump administration is reportedly preparing a $12B strategic critical minerals reserve, dubbed Project Vault, aimed at reducing U.S. dependence on foreign supply chains. The plan combines $1.67B in private capital with $10B in Export-Import Bank loans to stockpile rare earths and other key metals for automakers and tech firms. USAR surged 16% intraday before reversing to close down 1.38%. Does Project Vault translate into real, near-term demand for USAR’s assets? Is the intraday reversal a warning sign of policy-trade exhaustion?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Mayflying
    01-26
    Mayflying
    我可以知道你是怎么得到白宫投资组合的吗
    • L.Lim
      美国总统最近发布了财务披露(只有谷歌),特别令人震惊的是,他正在谈判网飞寻求收购华纳兄弟,然后继续收购两家公司的股票...
  • Mayflying
    01-26
    Mayflying

    White house? Thematics 

  • Mayflying
    01-28
    Mayflying

    Great article, would you like to share it?

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