Trump's Favorite Growth Themes Could Define the Next Decade

AfraSimon
05-30 07:45

Trump has been telling you what to buy for months:

• AI: $Dell Technologies Inc.(DELL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$

• chips: $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $ARM Holdings(ARM)$

• space: $Rocket Lab USA, Inc.(RKLB)$ $Planet Labs Pbc(PL)$ $AST SpaceMobile, Inc.(ASTS)$

• crypto: $Robinhood(HOOD)$ $Circle Internet Corp.(CRCL)$ $Hyperliquid Strategies Inc(PURR)$

• energy: $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $FuelCell(FCEL)$ $T1 ENERGY INC(TE)$

• drones: $Unusual Machines Inc(UMAC)$ $Ondas Holdings Inc.(ONDS)$ $Aevex Corp.(AVEX)$

• nuclear: $X-Energy(XE)$ $Cameco(CCJ)$ $Oklo Inc.(OKLO)$ $Energy Fuels(UUUU)$

• robotics: $Ouster Inc.(OUST)$ $Aeva Technologies Inc.(AEVA)$

• quantum: $IONQ Inc.(IONQ)$ $D-Wave Quantum Inc.(QBTS)$ $Rigetti Computing(RGTI)$ $Infleqtion(INFQ)$

• batteries: $Fluence Energy, Inc.(FLNC)$ $Amprius Technologies Operating Inc(AMPX)$ $KULR Technology Group, Inc.(KULR)$

• healthcare: $Oscar Health, Inc.(OSCR)$ $Clover Health Corp(CLOV)$

• photonics: $AXT Inc(AXTI)$ $Applied Optoelectronics(AAOI)$ $Lumentum(LITE)$ $Credo Technology Group Holding Ltd(CRDO)$

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

• manufacturing: $Sterling Construction(STRL)$ $Cardinal Infrastructure(CDNL)$

• critical minerals: $Trilogy Metals(TMQ)$ $MP Materials Corp.(MP)$ $Lac Gold Ltd(LAC.AU)$

Don't overcomplicate it.


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