US Election Wrap-up: How Will Trump Affect Market?

In the early hours of the 6th, Republican presidential candidate Trump declared victory in the 2024 presidential election. ------------------- Which asset will benefit the most?

Trump

75%

Harris

25%

User Discussion

2024/11/13 Market Commentary: U.S. Fiscal Policy, Musk to Lead DOGE

By US Tiger Research$Tesla Motors(TSLA)$ U.S. stocks, $Gold - main 2412(GCmain)$ , and $Bitcoin(BTC.USD.CC)$ all surged before pulling back, while the U.S. Treasury yield curve continues to normalize.On Wednesday, the Bureau of Labor Statistics released the October CPI data, and as shown below, both headline and core CPI met expectations. The impact of a high base effect has mostly faded, meaning the toughest part of fighting inflation may be here. However, we remain optimistic that the downward trend in inflation will continue in the short term. More sensitive indicators like the New Tenant Rent Index (NTRI, which leads CPI by about two quarters) and A
2024/11/13 Market Commentary: U.S. Fiscal Policy, Musk to Lead DOGE

Tiger Weekly Insights:2024/11/04—2024/11/10

I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, compiled by Tiger Brokers II. Key Market Themes i. Trump’s Decisive Victory and Republican Sweep: Implications for U.S. Equities, Bonds, and the Federal Reserve This week, the final outcome of the U.S. election revealed a sweeping win for Trump, who captured all seven battleground states and decisively secured the presidency. Additionally, the Republican Party achieved a majority in both the Senate and the House of Representatives, establishing unified governance across the executive and legislative branches. Over the coming four years, Trump’s policy implementation is likely to become smoother and have broader impacts. Market reactions have been particularly notable, with beneficiaries like DJT and Tesla
Tiger Weekly Insights:2024/11/04—2024/11/10

The market is still enjoying its post-Trump honeymoon period

The market is still enjoying its post-Trump honeymoon period. Strong dollar. Strong equities. Strong crypto. Down everything else.But soon, reality will dawn that Trump's policies are going to be quite inflationary. We have what appears to be:1. A worsening trade war with China (tariffs have been shown to increase inflation for US consumers).2. Tighter labor market (wage inflation).3. Corporate and income tax cuts (more on personal income tax impact on inflation & spending).4. Reduced government tax revenues as a result of 3 increases the need to borrow.5. Pressure on the Fed to lower interest rates as a result of 4 could further reignite inflation.6. Too strong a US dollar will make it quite expensive for foreign firms to set up manufacturing in the country & for US exporters to c
The market is still enjoying its post-Trump honeymoon period

A Better AI Rocketship, 300% YTD and more

$Zeta Global Holdings Corp.(ZETA)$ beat market expectations again in Q3 2024 and was volatile after hours, jumping 20% at one point before turning lower.The company's shares have risen about 303.4% since the beginning of the year, significantly outperforming $.SPX(.SPX)$ indexFinancial OverviewRevenue: total Q3 revenue was $268.3 million, up 42% year-over-year, and up 31% excluding political candidate revenueEarnings per share (EPS): the company reported EPS of $0.16, slightly below market expectations of $0.17;Adjusted EBITDA: Adjusted EBITDA was $53.6 million, an increase of 59% year-over-year, with an adjusted EBITDA margin of 20%, up from 17.9% a year ago[1][2].Net Loss: GAAP net loss was $17.4 millio
A Better AI Rocketship, 300% YTD and more
avatarShyon
11-11
My bet on $Tesla Motors(TSLA)$ stock ETF $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ was paid off following Trump's victory. As Donald Trump won the 2024 election, Tesla's stock could benefit from his pro-business policies, deregulation, and support for U.S. manufacturing. A second Trump term could lead to fewer regulatory hurdles, boosting Tesla’s ability to scale its operations, especially in areas like autonomous driving and emissions standards. Corporate tax cuts would increase profitability, while potential incentives for clean

1 Minute Weekly Notes (11/11/24): Stocks to Trade Post Election Rally

🐯Hello Tigers,Do you know what news/movements in the market are worth mentioning this week?Do you have your eye on certain stocks?Which trading opportunities are worth a look?Here are the pre-market content columns for Tiger to read. Thanks for your continued support of Tiger Trade and happy investing this week.📊Weekly Market Content for SG Tigers to ReadWeekly: Inflation data on focus after stock market’s historic post election rallyPreview of the week - Should we GRAB this time?Market Outlook of S&P500 - 11Nov24 - 20+ indicators point to a surge?Tech, Financials,
1 Minute Weekly Notes (11/11/24): Stocks to Trade Post Election Rally

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

Here comes WassUp, aka TINA - Tiger Introducing New Alpha, our tips for investing.Bet on memes? Mind your steps. This security strategy gets your back.Stay tuned and supercharge purchasing power with CashBoost!Market recapStocks 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 s
Trump 2.0: 3 Security Stocks to Ensure Investment Success: PLTR, FTNT, AXON
Trump will focus on Tax cuts, deportation and tariffs. Others aspects such as trimming government debts and changes in federal reserve will most likely see more in 2026.  Market has rallied 5% within days marking the best gain for this year with Russell 2000 breaking new high. Investors are pricing in tax cut policy on businesses and individuals, mainly big gains on small and medium business in Dow Jones hasn't perform since 2021. We may see market to continue rally until official presidential seating in Jan.  We might see higher unemployment numbers, Biden has created huge jobs growth during the tenture allowing foreign migrants workers boosting economy and business allowing lower labor cost, with mass deportation It doesn't seems to be very positive in the short term. 
avatarTBI
11-10

TBI's Thoughts [12]: Cloudflare (NYSE: NET)... Primed?

Hi everyone. Today we’re going to be looking at a cybersecurity company: Cloudflare, Inc. (NYSE: NET) NET has been trading in a series of higher highs and higher lows since IPO. Following the 2021 high, NET has fallen back into its IPO support trendline (in purple). NET’s move higher from its IPO support trendline was led by a trend markup. However, the stock since broke below its trend (in dark green) and has since been supported by its secondary trendline (in light green). However, given that these are shorter-term trends, they can break provided we do not lose the “master” trend on NET (in purple). We can see that the key resistance now is the 116-122.13 area, which was strong resistance in 2022, and also a strong resistance in February this year after earnings. NET is currently basing
TBI's Thoughts [12]: Cloudflare (NYSE: NET)... Primed?
avatarJacob X
11-09
2025 outlook for the stock market, in light of Trump's re-election coupled with continued disinflation and rate-cutting cycle: Buy $Invesco QQQ(QQQ)$   Buy$iShares Russell 2000 ETF(IWM)$   Buy $Consumer Discretionary Select Sector SPDR Fund(XLY)$   --- When the economic outlook flips from expectations of recession and high inflation to unexpected growth with stable or lower inflation, the assets that perform well are typically those more sensitive to economic growth, lower interest rates, and less inflationary pressure. Here are some of the likely winners in that scenario: 1. Grow
This period will be a time to earn money but also be careful as the stock market is abit over hot
Thank your Mr. Trump. Benefit more from you compared to my own government. 🤣   *It's a joke but true. For people with no sense of humor. 🙄 
avatarMrzorro
11-08
How Trump's Presidency Could Affect the Mag 7? Investors are wagering on deregulation and tax cuts for major corporations following Donald Trump's victory, fueling a broad rally in mega-cap tech stocks. Tesla Set for Major Upside Amid Political Shifts $Tesla Motors(TSLA)$   emerged as a standout among the "Mag 7" stocks, jumping nearly 18% over two sessions to $296.9, the highest since September 2022. Tesla's CEO Elon Musk is considered a key ally of Donald Trump, contributing over $130 million to his campaign and attending rallies. Trump has proposed a government role for Musk to cut federal spending, potentially reshaping agencies that regulate Tesla. Musk aims to use this influence to hasten approvals fo

James Ooi: Tech Rallied on Trump’s Win: Here’s Why

 Key Insights:Trump is likely to prioritize supporting the tech industry to strengthen the U.S.'s competitive edge and preserve its position as the global technological leader.A key focus for the incoming Trump administration will likely be securing American dominance in the global AI race, with particular emphasis on outpacing China.While antitrust lawsuits may continue to dampen investor sentiment, these legal battles are expected to drag on for years due to prolonged appeals.If Trump implements tariffs of 60% or more on Chinese imports, it could provoke retaliatory measures from China, potentially targeting U.S. companies that manufacture there.I remain constructive on tech companies, especially those involved in AI. Big tech companies that are involved in antitrust lawsuits, pursu
James Ooi: Tech Rallied on Trump’s Win: Here’s Why
JMIA Shows Positive Growth Potential with Strategic Financial Gains in Q3 2024 Earnings Report. $Jumia Technologies AG(JMIA)$   Jumia’s Q3 2024 results demonstrate the company’s commitment to long-term financial health, with clear gains in revenue stability, significant cuts in operating losses, and a bolstered cash position. By doubling down on efficiency and focusing on high-potential markets, Jumia is positioning itself to navigate challenging market conditions and drive sustainable growth across Africa’s e-commerce landscape. These strategic steps reveal a path toward profitability and a promising future for Jumia’s investors and stakeholders. Strong Revenue in Local Currency: While overall revenue declined
avatarMrzorro
11-08
Trump returns! What lies ahead for stocks and bitcoin? In the early hours of November 6, U.S. local time, Republican presidential candidate Donald Trump announced his victory in the 2024 presidential election. In response to the election outcome, the "Trump Trade" swept across major asset classes, with S&P 500 index futures rising by 2%, the dollar and U.S. Treasury yields increasing, and Bitcoin briefly surpassing $75,000, hitting a historic high!  Trump's policy positions clearly reflect a conservative stance, emphasizing "America First." He intends to implement trade protectionism, strict immigration restrictions, tax cuts, and regulatory rollbacks, while advocating for the development of traditional energy sources and dismissing climate change as a "hoax."  Trump's return

BIG TECH WEEKLY | What does Trump 2.0 means to Big-Techs?

Big-Tech’s PerformanceWith the dust settling from the election and Trump's strong return, coupled with the Republican sweep of the House and Senate, the next 4 years of policy can be implemented with great clarity.U.S. stocks did not "Sell the news", but rather the $Cboe Volatility Index(VIX)$ fell because of the uncertainty, the leading stocks in each sector are at new highs, and risky assets (e.g., digital currencies) surged because of policy expectations.and risk assets (e.g., digital currency-related) are surging on policy expectations.Among the big tech companies, Tesla gained a lot because of Musk's All-In style, breaking above the previous high, while Nvidia also defied the election volatility and made new highs to reach the top of the marke
BIG TECH WEEKLY | What does Trump 2.0 means to Big-Techs?

Trump Victory: Which Sector ETFs Could Rise?

If Trump wins the U.S. election, his business-friendly policies—like tax cuts, deregulation, and energy expansion—could boost certain sectors, especially energy, finance, industrials, technology, and defense. Here’s a look at the sector ETFs that might perform well in this scenario.1. Energy Sector ETFsTrump’s support for traditional energy sources, like oil and gas, could benefit energy companies by easing regulations and encouraging U.S. energy production.XLE (Energy Select Sector SPDR Fund): Invests in major energy players like ExxonMobil and Chevron.OIH (VanEck Vectors Oil Services ETF): Focused on oil equipment and services companies, likely to gain from increased drilling and exploration.2. Financial Sector ETFsA pro-deregulation stance could boost banks, insurance companies, and fin
Trump Victory: Which Sector ETFs Could Rise?

My Video on all the Trump Trades: Bitcoin, Big Tech, Banks and Bets

American stocks tied to the state of the US economy, such as banks and the country’s biggest technology stocks, including chipmaker $NVIDIA Corp(NVDA)$ and Elon Musk’s $Tesla Motors(TSLA)$ , have rallied since Donald Trump’s victory.The victory lap sent major stock markets, the $.DJI(.DJI)$, $.SPX(.SPX)$ and the tech-heavy $.IXIC(.IXIC)$ to new highs, rising 3.6%, 2.64% and 2.95% respectively, the best post-election day in US history. $Bitcoin(BTC.USD.CC)$ ’s price continued to rise, past a new all-time high of US$76,000.“This is
My Video on all the Trump Trades: Bitcoin, Big Tech, Banks and Bets

Airbnb's post-hour volatility, bookings grow but guidance miss?

$Airbnb, Inc.(ABNB)$ has had a great after-hours, jumping more than 9% at one point after reporting Q3 earnings as it beat expectations for the period, only to give back all of its gains and fall slightly as guidance fell short of expectations.Earnings performanceTotal revenue: $3.7 billion, up 10% year-over-year, slightly ahead of expectations;Net profit: $1.4 billion, EPS of $2.13, slightly below market expectations of $2.16.EBITDA profit: $1.958 billion, beating expectations of $1.86 billion.Total bookings: reached $20.1 billion, up 10% year-over-year, beating market expectations of $19.8 billion;Booked nights and experiences: totaled 122.8 million, up 8% year-over-year.Free cash flow: at $1.1 billion, reflecting the company's strong cash gener
Airbnb's post-hour volatility, bookings grow but guidance miss?