Account Info
Log Out
English
Back
Download
Log in to access Online Inquiry
Back to the Top
Trump trade: Bitcoin hit record highs and Tesla hits $1 trillion market cap
Views 17.4M Contents 3065
avatar
FiveHundredCents joined discussion · Oct 31 04:00

Trump Trade ≠ Election Outcome Determined

Trump Trade ≠ Election Outcome Determined
First, let's compare and summarize the investment opportunities for both candidates:
$Kamala Harris (LIST22990.US)$
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
Common Beneficial Directions:
- Manufacturing Reshoring: Semiconductors, Automobiles, Automation Equipment
- Infrastructure Investment: Construction, Materials, Machinery
- Technological Innovation: AI, Quantum Computing
- Tax Reduction Impact: Consumer Goods, Retail
Investment Strategy Recommendations:
- 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.
Trump Trade ≠ Election Outcome Determined
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.
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. Read more
19
1
1
+0
14
Translate
Report
818K Views
Comment
Sign in to post a comment

View more comments...

avatar
FiveHundredCents
Video Sharer
news porter, welcome and respect all view~
2047Followers
33Following
5383Visitors
Follow