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

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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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.

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