TSLA
Tesla
-- 222.150 NVDA
NVIDIA
-- 106.980 PLTR
Palantir
-- 76.380 AAPL
Apple
-- 227.480 MSTR
Strategy
-- 239.270 
Trump Trade ≠ Election Outcome Determined
$Kamala Harris (LIST22990.US)$
Harris Trade Investment Opportunities:
1. Core Concept Stocks:
- Clean Energy Leaders: $First Solar (FSLR.US)$ , $NextEra Energy (NEE.US)$, $Bloom Energy (BE.US)$
- Electric Vehicle Supply Chain: $Tesla (TSLA.US)$ , $Rivian Automotive (RIVN.US)$ , $Lucid Group (LCID.US)$
- ESG-themed ETFs: $iShares Global Clean Energy ETF (ICLN.US)$ , $Invesco Solar ETF (TAN.US)$ , $First Trust Global Wind Energy ETF (FAN.US)$
2. Primary Opportunities (High Certainty):
- Infrastructure Spending Beneficiaries: $Caterpillar (CAT.US)$, $Vulcan Materials (VMC.US)$ , $United Rentals (URI.US)$
- Tech Regulation Beneficiaries: $Alphabet-A (GOOGL.US)$ , $Microsoft (MSFT.US)$ (Relative Benefit)
- Climate Change Concepts: Climate Technology, Carbon Trading
3. Secondary Opportunities:
- Healthcare Expansion: $UnitedHealth (UNH.US)$ , $Humana (HUM.US)$ , $CVS Health (CVS.US)$
- Education Spending: $Chegg (CHGG.US)$ , $Stride (LRN.US)$
- Social Welfare Related: $Walmart (WMT.US)$ , $Target (TGT.US)$
4. Thematic Opportunities:
- Manufacturing Reshoring: Aligned with Trump
- Semiconductors: $Taiwan Semiconductor (TSM.US)$ , $Advanced Micro Devices (AMD.US)$ (Chip Act)
- Green Infrastructure: EV Charging Stations, Grid Modernization
Trump Trade Investment Opportunities:
1. Core Concept Stocks:
- $Trump Media & Technology (DJT.US)$ (Trump Media & Technology): Directly Owned by Trump
- CFVI/Rumble: Social Media Platforms
- $Phunware (PHUN.US)$ : Previously Developed Apps for Trump's Team
2. Primary Opportunities (High Certainty):
- $USD/CNH (USDCNH.FX)$ : Expectations of Tough Policies on China, Escalating Trade Tensions
- $Bitcoin (BTC.CC)$ : Policy-Friendly, Breaking 72,000, Institutional Money Flowing In
- Traditional Energy: $Exxon Mobil (XOM.US)$ , $ConocoPhillips (COP.US)$ , $Occidental Petroleum (OXY.US)$ (Supported by Energy Independence Policies)
3. Secondary Opportunities:
- Military Stocks: $Lockheed Martin (LMT.US)$ , $RTX Corp (RTX.US)$ , $Northrop Grumman (NOC.US)$ (Increased Defense Spending)
- Border Security: $General Dynamics (GD.US)$ , $Axon Enterprise (AXON.US)$ (Border Walls and Law Enforcement Equipment)
- Defensive ETFs: $Consumer Staples Select Sector SPDR Fund (XLP.US)$ , $The Health Care Select Sector SPDR® Fund (XLV.US)$ , $Utilities Select Sector SPDR Fund (XLU.US)$ (Hedging Against Policy Uncertainty)
4. Thematic Opportunities:
- Manufacturing Reshoring: $Intel (INTC.US)$ , $General Motors (GM.US)$ , $Rockwell Automation (ROK.US)$
- Infrastructure Stocks: $Caterpillar (CAT.US)$ , $United States Steel (X.US)$ , $Norfolk Southern (NSC.US)$
- Anti-ESG Concepts: Coal Stocks, Oil & Gas Services
Harris Trade Investment Opportunities:
1. Core Concept Stocks:
- Clean Energy Leaders: $First Solar (FSLR.US)$ , $NextEra Energy (NEE.US)$, $Bloom Energy (BE.US)$
- Electric Vehicle Supply Chain: $Tesla (TSLA.US)$ , $Rivian Automotive (RIVN.US)$ , $Lucid Group (LCID.US)$
- ESG-themed ETFs: $iShares Global Clean Energy ETF (ICLN.US)$ , $Invesco Solar ETF (TAN.US)$ , $First Trust Global Wind Energy ETF (FAN.US)$
2. Primary Opportunities (High Certainty):
- Infrastructure Spending Beneficiaries: $Caterpillar (CAT.US)$, $Vulcan Materials (VMC.US)$ , $United Rentals (URI.US)$
- Tech Regulation Beneficiaries: $Alphabet-A (GOOGL.US)$ , $Microsoft (MSFT.US)$ (Relative Benefit)
- Climate Change Concepts: Climate Technology, Carbon Trading
3. Secondary Opportunities:
- Healthcare Expansion: $UnitedHealth (UNH.US)$ , $Humana (HUM.US)$ , $CVS Health (CVS.US)$
- Education Spending: $Chegg (CHGG.US)$ , $Stride (LRN.US)$
- Social Welfare Related: $Walmart (WMT.US)$ , $Target (TGT.US)$
4. Thematic Opportunities:
- Manufacturing Reshoring: Aligned with Trump
- Semiconductors: $Taiwan Semiconductor (TSM.US)$ , $Advanced Micro Devices (AMD.US)$ (Chip Act)
- Green Infrastructure: EV Charging Stations, Grid Modernization
Trump Trade Investment Opportunities:
1. Core Concept Stocks:
- $Trump Media & Technology (DJT.US)$ (Trump Media & Technology): Directly Owned by Trump
- CFVI/Rumble: Social Media Platforms
- $Phunware (PHUN.US)$ : Previously Developed Apps for Trump's Team
2. Primary Opportunities (High Certainty):
- $USD/CNH (USDCNH.FX)$ : Expectations of Tough Policies on China, Escalating Trade Tensions
- $Bitcoin (BTC.CC)$ : Policy-Friendly, Breaking 72,000, Institutional Money Flowing In
- Traditional Energy: $Exxon Mobil (XOM.US)$ , $ConocoPhillips (COP.US)$ , $Occidental Petroleum (OXY.US)$ (Supported by Energy Independence Policies)
3. Secondary Opportunities:
- Military Stocks: $Lockheed Martin (LMT.US)$ , $RTX Corp (RTX.US)$ , $Northrop Grumman (NOC.US)$ (Increased Defense Spending)
- Border Security: $General Dynamics (GD.US)$ , $Axon Enterprise (AXON.US)$ (Border Walls and Law Enforcement Equipment)
- Defensive ETFs: $Consumer Staples Select Sector SPDR Fund (XLP.US)$ , $The Health Care Select Sector SPDR® Fund (XLV.US)$ , $Utilities Select Sector SPDR Fund (XLU.US)$ (Hedging Against Policy Uncertainty)
4. Thematic Opportunities:
- Manufacturing Reshoring: $Intel (INTC.US)$ , $General Motors (GM.US)$ , $Rockwell Automation (ROK.US)$
- Infrastructure Stocks: $Caterpillar (CAT.US)$ , $United States Steel (X.US)$ , $Norfolk Southern (NSC.US)$
- Anti-ESG Concepts: Coal Stocks, Oil & Gas Services
- Manufacturing Reshoring: Semiconductors, Automobiles, Automation Equipment
- Infrastructure Investment: Construction, Materials, Machinery
- Technological Innovation: AI, Quantum Computing
- Tax Reduction Impact: Consumer Goods, Retail
- Diversified Allocation: Avoid betting on a single outcome; allocate to areas supported by both candidates.
- Risk Management: Policy-driven sectors are volatile; recommend maintaining moderate positions.
- Time Window:
- Bias towards a particular layout when the election lead is clear.
- Adjust portfolio structure promptly after the outcome is definitive.
- Set stop-loss points to ensure safety.
The advantages of tech giants driven by AI are increasingly consolidated, and strategic industries such as semiconductors receive policy support, while traditional defensive sectors remain safe havens in the market.
For short-term traders targeting $Trump Media & Technology (DJT.US)$ , the rule remains: take profits when conditions are favorable. After all, there is little fundamental support; political speculation is not investment. If a breakout occurs, monitor its strength (56.55 as a key level, shorting at 35 if the breakout fails). If volume doesn't cooperate, continue reducing positions, avoid chasing highs, and exit promptly upon seeing reversal signals. ![]()
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Pay attention to this week's risk inflection points. Positive economic indicators, substantial progress in legal cases, and polling reversals could impact DJT's stock price.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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FiveHundredCents
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news porter, welcome and respect all view~
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AI Spade : Why Harris votes went up so much recently
EZ_money AI Spade : because mainstream fakes news wants to make you think your vote for Trump won't help. they'll say anything to get Trump to lose
151876437 AI Spade : who told u?
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
msnbc???
EZ_money AI Spade : actually i think it's the other way around since Biden just called half Americans garbage
Anthony 27 : what? Trump win will benefit TSM?
103995812 : No TSM but INTC.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
KBB EZ_money : Trust in yourself and verifiable reports. News is not news anymore. It’s just opinion TV with a good dose of fear baked in. Just my opinion of course haha.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Space Dust : neither candidate gives warm fuzzies..
none of the above would get alot of votes.
Space Dust : those healthcare stocks like Humana, etc that administer tri-care to the military/retirees and families.
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
or 
support our troops prevail?
will cost cutting
Space Dust : Oh![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
wait, how can defense spending be a " Win" for Trump? ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
. He said " end the war with Russia day one".
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