Markets hunt for Trump’s next White House-favored stock

Investors who once watched earnings calendars and chart patterns are now watching the White ￰0￱ question moving across trading chat groups and brokerage screens is simple: Which company will the ￰1￱ a stake in next? The pattern has been clear since the administration began taking ownership stakes in public companies to secure control over critical industries, a move that breaks from what previous presidents ￰2￱ tied to these announcements have seen sharp, rapid climbs after the news ￰3￱ has pushed traders to try to think the same way Trump thinks when choosing strategic national assets, according to reporting from ￰4￱ Giddens, a 31-year-old investor from Vancouver who works in capital markets and trades in his free time, said he has changed his strategy ￰5￱ used to rely on screening tools and social-media alerts, but now he studies government procurement records and federal resource ￰6￱ said the reason is simple: when the administration buys into a company, “the shares tend to jump,” and traders want to be in before that move ￰7￱ move toward critical minerals and strategic materials Adam is currently watching Military Metals Corp., a firm working on sourcing antimony, a mineral used in explosives, infrared sensors, and nuclear weapons ￰8￱ now, China is the world’s biggest supplier of antimony, and Russia is also a major ￰9￱ said, “That combination of strategic importance and supply chain vulnerability caught my attention,” and he believes Military Metals could receive government attention because of the size and location of its ￰10￱ said he has been reviewing government filings and industry papers to confirm what he suspects: the administration wants to ensure the ￰11￱ be cut off from critical industrial ￰12￱ interest in minerals is part of a broader effort by the administration to secure control of semiconductor supply, battery metals, and rare-earth ￰13￱ is also a new exchange-traded fund being developed by Roundhill Financial, designed to mirror industries connected to ￰14￱ investment ￰15￱ see this as confirmation that the administration is not slowing down and that more public companies will be ￰16￱ has already seen profits from this ￰17￱ bought shares of MP Materials ￰18￱ the Pentagon acquired 15% of the company in July, which sparked a 95% gain in its ￰19￱ Materials produces rare-earth materials used in electric vehicles, robotics, and ￰20￱ Shah, head of sustainability and transition strategy at Jefferies, said that investors need to consider how closely a company can work with the ￰21￱ said, “Part of this analysis of businesses going forward has to be this political relationship with the state.” After the MP Materials move, the government used commitments in the CHIPS Act to take nearly 10% of Intel in ￰22￱ September, the ￰23￱ 5% of Lithium Americas, followed by 10% of Trilogy Metals the next ￰24￱ Secretary Howard Lutnick has said that defense contractors could be ￰25￱ tools, graphite bets, seabed mining, and rising risks Cole Hansen, a Boston-based trader who works in shipping support, said he asked AI chatbots why the administration chose the companies it has backed so ￰26￱ said the chatbots pointed him toward graphite, which is heavily controlled by ￰27￱ led him to Novonix, which received a $755 million loan from the Department of Energy to build a synthetic graphite facility in the ￰28￱ bought shares in October, but the company’s stock has dropped about 40% since ￰29￱ Laks, partner at Old West Investment Management, said he expects seabed mining firms such as TMC The Metals Company and Odyssey Marine Exploration to be possible ￰30￱ said Old West already held MP Materials, Lithium Americas, and Trilogy before the government stakes because they expected ￰31￱ for mineral ￰32￱ traders are profiting after government stakes are ￰33￱ Tuttle of Tuttle Capital Management wrote put options on Intel in October, betting investors would follow the government into the ￰34￱ closed out the trade for a gain on November 5, saying, “Somebody else is doing this too and someone with a whole lot deeper pockets and way broader reach.” Not everyone supports this ￰35￱ Paul called the Intel stake “a step toward socialism.” Analysts warn that companies favored by the government may become less efficient, or may face intense competition that weakens ￰36￱ have also been cases where rumors led to spikes that collapsed within hours, such as Critical Metals, which climbed over 100% before losses hit when officials said no deal was ￰37￱ now, the government continues to take ￰38￱ Gertken of BCA Research said, “For now, there’s an impetus to make sure that some of these companies are protected and that some of these supply chains are ￰39￱ some future date, that could shift back because of inefficiencies, because of deficits, because of ￰40￱ for now, it’s important for investors to know which way the wind is blowing.” Don’t just read crypto ￰41￱ ￰42￱ to our newsletter.

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