Hey! Tim Sykes here,
When Donald Trump said he was bringing business savvy to the White House, most people didn’t think he meant public stock investments
For decades, the U.S. government gave out corporate grants and bailouts without any strings attached.
Billions went out the door, and there was seemingly no need for returns on those payments.
Not anymore.
In a move that’s breaking every traditional rule in Washington, the Trump administration is quietly building a stock portfolio… And it’s already showing explosive returns.
- One former tech giant, long considered dead money, already soared 40% after Trump’s team converted a massive government grant into equity.
- Another company, a rare earths miner crucial to U.S. national security, saw its stock price jump 170%* when Uncle Sam became its largest shareholder.
- The third, a popular defense contractor so closely tied to the Pentagon it’s practically an arm of the government, rallied 11% after being named as a candidate for future investment.
- And just last week, a little-known lithium play in the Nevada desert exploded 140%* with news the Trump administration wants a piece of the action.
Trump put it bluntly:
“We should get an equity stake for our money … I want to get as much as I can.”
Critics are calling it unorthodox. Trump calls it business.
Whatever you call it, one thing’s clear:
The market is watching. And traders who catch these moves early are getting paid.
Get the full details on all 4 trades. Including tickers, timing, and what could come next …
Table of Contents
Trades Backed By Government Interest
President Donald Trump is flipping the script on how Washington does business.
Instead of handing out no-strings-attached grants, his administration is turning government money into equity stakes.
And the market is moving fast in response.
Let’s break down the four companies tied to this bold new “America First” strategy.
And what traders need to watch next.
1. Intel Corporation (NASDAQ: INTC)
Intel was written off by many.
A once-dominant chipmaker fell behind rivals like NVIDIA and AMD. But in a dramatic reversal, Trump’s team converted $11 billion in Biden-era grants into an equity stake, instantly making Uncle Sam a major shareholder.
- Stake Acquired: ~10% via Chips Act Grant.
- Stock Move: +40% since the announcement.
Since the deal, INTC has surged, and the momentum may not be over.
As the U.S. continues to onshore chip production, Intel could be the centerpiece of a long-term government-backed revival.
Look at the INTC chart below, every candle represents one trading day:
The share price is a little higher than the volatile penny stocks that I usually trade.
Which means the percent gain isn’t as large … Unless we use a specific angle in the market.
These larger stocks are still accessible for small-account traders. And the profits can be just as big.
2. MP Materials Corp. (NYSE: MP)
MP Materials runs the only operational rare earth mine in the U.S.
It’s a critical supply chain asset as tensions rise with China.
In July, the Trump administration made a $400 million move that instantly made it the company’s largest shareholder.
- Stake Acquired: $400 million.
- Stock Move: +170%* since the announcement.
CEO James Litinsky said this is a “public-private partnership.”
The stock exploded on the news.
Look at the MP chart below, every candle represents one trading day:
The stock rejected $80 twice. That’s the new breakout level.
Look for it to break through $80 on strong volume or bounce off the lows from September.
More Breaking News
- Nokia’s Strategic AI-RAN Partnership with Nvidia Gains Traction
- ITUB Faces Market Challenges Amidst Strategic Shifts
- Occidental Petroleum Shares Surge Amid Middle East Tensions and Strong Q4 Performance
- nLight: Breakthroughs in Directed Energy & Financial Triumphs Shape Market Moves
3. Lockheed Martin Corporation (NYSE: LMT)
Lockheed is already one of the largest defense contractors in the world, but under Trump’s plan, it could become partially owned by the government.
Why? Because, as Lutnick put it, companies like Lockheed are “essentially an arm of the U.S. government.”
While no equity deal has been finalized, the market is pricing in the possibility.
- Stake: Not confirmed. But it’s on Trump’s radar.
- Stock Move: +11% after it was mentioned.
If the investment happens, LMT could receive even more priority in defense funding and innovation initiatives.
Look at the LMT chart below, every candle represents one trading day:
I’m hesitant to trade this until we see a confirmed investment.
But once the news hits … We’ll be first to the move.
4. Lithium Americas Corp. (NYS: LAC)
LAC owns rights to one of the largest lithium deposits in North America: Thacker Pass in Nevada.
Currently the company is restructuring a $2.26 billion government loan, and the Trump administration is asking for equity in return.
Why? Because lithium is the backbone of the EV revolution and a valuable metal for tech manufacturing.
- Stake: “Very small” equity stake in negotiation.
- Stock Move: +140%* since the news.
The U.S. doesn’t want to rely on foreign suppliers as it works to bring businesses back stateside.
News of the talks sent shares flying +140%*.
Look at the LAC chart below, every candle represents one trading day:
The chart is pulling back right now after breaking past 52-week highs …
Once the chart finds intraday support, there’s strong potential for a rally and continued bullish momentum.
The Reality Of This Situation
I can’t overstate the strength of this catalyst …
- This is real money.
- From the U.S. Government.
- As an investment in the stock market.
Trump’s administration is signaling a seismic shift in how the U.S. government interacts with the markets.
Instead of bailing out, they’re buying in.
These trades have already triggered triple-digit gains from some names. And it could mark the beginning of a new era where Washington partially drives Wall Street.
Traders thrive on this kind of momentum.
For example, this year, my most successful student, Jack Kellogg, made $1 million trading Warren Buffett’s investment in UnitedHealth Group Incorporated (NYSE: UNH).
These days Jack is trading with a much higher account than when he started in 2017. But he’s using the same patterns and targeting the same percent gains.
Look at the example below of a 33% profit he made on UNH:
Follow the smart money in the market.
This is your chance to get on board.
Prepare. Plan. Execute.
Cheers
*Past performance does not indicate future results
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