Election time has arrived, bringing with it a wave of market volatility that’s likely to stick around for the next 72 hours.
If you need a quick update, check out our Election Prediction video here.
In the meantime, we dive into the potential winners of a Trump presidency and identify sectors we believe will thrive.
Trump Portfolio Stock Ideas
A Trump win is likely to drive growth in domestic resource production, energy independence, and technological advancement. We anticipate notable opportunities in sectors such as Rare Earths—particularly Lithium and Uranium—Oil, Defense, and Cryptocurrency.
Below is a range of investment ideas, including two unconventional picks that represent asymmetric bets with the potential for outsized returns.
1️⃣ Musk Metals Corp (CSE:MUSK, OTC:EMSKF)
A Trump presidency will ignite the lithium sector, and Musk Metals stands out as a strong candidate for explosive growth. The company has commenced exploration at its Fafnir Lake Molybdenum Property in Quebec, covering 2,102 hectares with road access, making it ideal for expansion. Notably, significant mineral findings, including uranium oxide, molybdenum, lead, zirconium, and niobium, show promising resource potential.
Government geologists have also identified numerous unexplored pegmatite outcrops in the region, which could hold valuable untapped reserves. With a shell valuation market cap and shares trading near a 52-week low of $0.02, Musk Metals offers high upside potential, especially as analysts project a continued rally in uranium prices. Learn more here: https://muskmetals.ca/investors/.
2️⃣ Oklo (NYSE:OKLO)
Under a Trump presidency, Oklo Inc. (NYSE: OKLO) could benefit from a supportive regulatory environment and nuclear-friendly policies. Trump has previously prioritized reducing regulatory hurdles, which could streamline the approval process for Oklo's small modular reactors, accelerating deployment timelines. In 2019, President Trump signed the Nuclear Energy Innovation and Modernization Act (NEIMA), directing the Nuclear Regulatory Commission (NRC) to develop a streamlined licensing process for advanced reactor designs.
A renewed focus on deregulation could expedite Oklo’s reactor deployment, positioning it to capitalize on growing demand. His “all-of-the-above” energy strategy includes nuclear power, aligning well with Oklo’s technology and potentially driving demand for modular reactors. Additionally, Trump’s focus on energy independence would support Oklo's approach to domestic, reliable energy sources, reducing reliance on foreign energy and enhancing U.S. energy security.
3️⃣ Chevron (NYSE: CVX)
Under a potential Trump presidency, Chevron Corporation (NYSE: CVX) could benefit significantly from deregulatory policies and an energy agenda favoring fossil fuels. Trump's administration has historically focused on reducing environmental restrictions, which could lower compliance costs and accelerate Chevron’s project approvals. With an estimated $75 million in support from oil and gas interests to Trump’s campaign and the Republican National Committee, Chevron and other energy giants may find a more favorable political landscape. Trump's "America First" energy policy aims to maximize domestic oil and gas production, potentially opening access to federal lands and offshore areas that Chevron could exploit to expand operations.
Additionally, the administration’s pro-business tax stance could lead to corporate tax benefits, enhancing Chevron’s profitability and enabling more capital to be allocated toward reinvestment or dividends. This environment would position Chevron to strengthen its competitive edge through reduced costs, expanded drilling opportunities, and tax advantages, all supported by a White House favorable to the fossil fuel industry.
Bonus: Potential Squeeze Under Trump
Semiconductor and AI Industries: Tightened tariffs on foreign suppliers could disrupt global supply chains for companies like Nvidia, ASML, and TSMC, leading to increased costs and production delays in this high-demand sector.
Agriculture Sector: Renewed trade tensions might result in retaliatory tariffs on U.S. agricultural products, decreasing demand and lowering prices for key exports like soybeans and corn.
Disclaimer:
The information provided in this video about Musk Metals Corporation, Inc is for informational and educational purposes only. It does not constitute financial advice, investment advice, or a recommendation to buy or sell any securities. Viewers are encouraged to conduct their own independent research or seek advice from a licensed financial professional before making any investment decisions. If you want to learn more about Musk Metals, visit their investor page for more information: https://muskmetals.ca/investors
Cashu Technologies Pty Ltd has been compensated by Senergy Communications Capital Inc on behalf of Musk Metals for this promotional content. While we have taken care to present accurate information, we make no guarantees as to the accuracy, completeness, or reliability of the information provided. Any investment decision you make based on this video is at your own risk, and Cashu Technologies Pty Ltd assumes no liability for any losses or damages that may result.
For more details regarding the partnership between Cashu Technologies Pty Ltd and Senergy Communications Capital, visit: https://www.cashuapp.com/disclaimers/senergy-communications-capital