This is the kind of market where you simply buy what the president tells you to:
Rare Earths: $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$
Defense: $SkyWater Technology, Inc.(SKYT)$ $Kratos Defense & Security Solutions(KTOS)$ $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Amentum Holdings, Inc.(AMTM)$
AI Infrastructure: $Alphabet(GOOGL)$ $New Era Helium Inc(NUAI)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Hut 8 Mining Corp(HUT)$
Critical Minerals: $Trilogy Metals(TMQ)$ $Energy Fuels(UUUU)$ $United States Antimony(UAMY)$
Energy: $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$
Chips: $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$
Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$
Space: $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$ $Firefly Aerospace Inc.(FLY)$ $Redwire Corp.(RDW)$
Drones: $Ondas Holdings Inc.(ONDS)$ $Unusual Machines Inc(UMAC)$ $Red Cat Holdings Inc.(RCAT)$
Nuclear: $Centrus(LEU)$ $Cameco(CCJ)$ $Oklo Inc.(OKLO)$ $BWX Technologies Inc(BWXT)$
Autonomous Vehicles: $Tesla Motors(TSLA)$ $Aeva Technologies Inc.(AEVA)$
Robotics: $Serve Robotics Inc.(SERV)$ $Amazon.com(AMZN)$ $Arbe Robotics Ltd.(ARBE)$
Batteries: $T1 ENERGY INC(TE)$ $Eos Energy Enterprises Inc.(EOSE)$ $Electrovaya Inc.(ELVA)$ $Fluence Energy, Inc.(FLNC)$
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