Betting on which stocks or sectors will outperform under a democrat vs. republican presidency has been a fool's game to play. Video discussion: youtube.com/watch?v=XSrcAc…

Solid Nuclear Theme List

Nuclear stocks are surging as the market recognizes the massive amount of nuclear energy required for AI to reach its full potential -- just look at this week’s performance from the top nuclear names 👇 • $OKLO +112% • $LEU +65% • $SMR +36% • $UEC +22% • $NNE +19%

Companies at risk to Tariffs (via GS)

Here's my nuclear energy cheat sheet 🧐 Small Modular & Advanced Reactor Developers $SMR, $OKLO, and $NNE are at the forefront of next-gen nuclear technology with small modular reactors (SMRs) and advanced reactors. SMRs are designed for safer, more flexible, and

A List of AI Data Center Stocks: Cloud Service Providers $AMZN Amazon AWS $MSFT Microsoft Azure $GOOGL Google Cloud $ORCL Oracle Cloud $BABA Alibaba Cloud $IBM IBM Cloud Semiconductors $NVDA Nvidia $AMD Advanced Micro Devices $INTC Intel $AVGO Broadcom Server Solutions $SMCI

$RKLB If you want to invest in a deep tech hardware company like Rocket Lab the first rule for me is that the CEO needs to be an engineer, especially in the space industry. If you want to turn your investment in 50x, which is by definition outrageous. You are also going to need a

Market Capitalization Trump Media $DJT $10.5B New York Times $NYT $9.2B Bloomberg data.

One week left to election, we need to revisit the $trump trade. $Trump stocks are moving with prediction markets and going up into the election. Tho winners right now are in the meme bucket. $trump trade = $RUM $UNP $LNG $CAT $FOX $IBIT $HAL $XOM $ETN $DJT $NUE

A List of Trump Stocks: Trump Affiliates $DJT Trump Media & Technology Banks $GS Goldman Sachs $WFC Wells Fargo $JPM JPMorgan Chase $MS Morgan Stanley $BAC Bank of America $C Citigroup Energy and Oil $XOM Exxon Mobil $CVX Chevron $COP ConocoPhillips $KMI Kinder Morgan $VLO

I’ll share robotics index this week post election, see how this is showing up in equities.

2024 vs 2016 overlay as 'The Trump Trade': 12 ideas via one Maverick visual for 10,000 words and the U.S. post elections Chart of the Year ... enjoy 👇 How similar is the 2024 markets' reaction to 2016? Visual is after 3 trading days in and until year-end: ➡️ S&P 500 = UP, way