Prefer to view this content on our website? Click here.
Dear Fellow Investor,
Here’s How to Trade Trump’s Growing Interest in Mining Stocks
When President Trump shows interest in a stock or sector, Wall Street listens.
We’ve already seen how quickly the market reacts when the Administration signals support. A single comment or policy move can set off a buying frenzy — and sometimes, double a stock in just days. For investors, that creates an opportunity to ride the momentum.
Case Study: Intel (SYM: INTC)
Back in early August, the Trump Administration proposed that the U.S. government take a stake in Intel (SYM: INTC).
At the time, Intel shares traded around $20. But as soon as the idea hit the wires, investors piled in. By the time the Administration officially took a 10% stake, Intel had surged to $25 per share.
That’s a 25% move — fueled almost entirely by political interest and investor speculation.
Lithium Americas (SYM: LAC): The Next Target?
Now, a similar story is playing out with Lithium Americas (SYM: LAC).
Following news that the Administration was considering an investment, LAC stock rocketed from about $3 to $6.11 in a single session.
This comes as the company renegotiates the terms of a $2.2 billion Department of Energy loan for its Thacker Pass mine — a project expected to become one of the largest lithium sources in North America.
Given the Administration’s stated goal of reducing U.S. reliance on China for critical minerals, LAC may be just the beginning.
Trading Whisperer
Bitcoin Was Digital Gold. This Is Digital Infrastructure.
Bitcoin was once dismissed as worthless. Then it became digital gold.
Ethereum unlocked smart contracts. It became digital oil.
Now a third asset is rising: digital infrastructure.
BNB anchors the largest crypto exchange in the world. It reduces fees, drives stablecoin flows larger than Ethereum, powers transactions, and is burned systematically to grow scarcer.
And unlike Bitcoin or Ethereum, BNB is a productive asset. Staking yields and node operations generate recurring cash flow.
One company has already accumulated $368 million worth of BNB, making it the single largest holder in existence.
The blueprint is proven. MicroStrategy hit $100 billion by applying it to Bitcoin.
This time, the play is stronger.
See why this setup may be too big to ignore.
The Bigger Picture: Strategic Minerals
This isn’t a one-off trade. It’s part of a broader theme.
According to Interior Secretary Doug Burgum, the Trump administration is “considering investing in companies that mine and process critical minerals in an effort to end U.S. dependence on imports from countries including China.”
That statement signals that other miners — and the ETFs that hold them — could be next in line for investor interest.
Instead of trying to guess which individual stock will catch the Administration’s eye, investors can gain diversified exposure through specialized mining and rare earth ETFs.
3 ETFs to Watch
ETF: Global X Lithium & Battery Tech ETF (SYM: LIT)
-
Expense ratio: 0.75%
-
Strategy: Invests across the entire lithium cycle, from mining and refining to battery production.
-
Top holdings: Albemarle, Tesla, Ganfeng Lithium, BYD Co., Lucid Group, Mineral Resources.
-
Performance: LIT has surged from $38 to $55.04, with room to run if lithium demand accelerates.
Why it matters: Lithium demand is exploding thanks to electric vehicles (EVs) and renewable energy storage. If the U.S. government starts backing domestic lithium producers, ETFs like LIT could be major beneficiaries.
Trading Tips
3 Buy-Rated Stocks Under $10 with Big Potential
Looking for affordable stocks that could deliver big returns? Our latest report showcases 3 buy-rated stocks under $10 that analysts believe have major upside potential. Don’t miss out on these hidden opportunities that could boost your portfolio.
Download Your Free Report Today.(By clicking this link you agree to receive emails from Trading Tips and our affiliates. You can opt out at any time.)
ETF: Sprott Lithium Miners ETF (SYM: LITP)
-
Expense ratio: 0.65%
-
Strategy: Pure-play ETF focused exclusively on lithium mining companies.
-
Top holdings: Ganfeng Lithium, Pilbara Minerals, Albemarle, Standard Lithium, Sigma Lithium.
-
Performance: Recently jumped from $6 to $8.95.
Why it matters: Unlike LIT, which includes downstream companies like Tesla, LITP is focused solely on miners. That makes it a more direct play on the raw material side of the EV boom.
ETF: VanEck Rare Earth and Strategic Metals ETF (SYM: REMX)
-
Expense ratio: 0.58%
-
Strategy: Tracks global companies involved in producing, refining, and recycling rare earth and strategic metals.
-
Top holdings: MP Materials, Lynas Rare Earths, Albemarle, Pilbara Minerals, Ganfeng Lithium.
-
Performance: Climbed from $45 to $65 in recent months.
Why it matters: Rare earths are essential in defense, technology, and energy. With growing tension between the U.S. and China, securing a domestic supply chain has become a top priority.
Trade Algo
Is this your new #1 enemy in trading?
Imagine this scenario…You are a super-intelligent investor who can scan through millions of data, detect patterns, and execute savvy trades… in just minutes.
It would be an unfair advantage, right?
Welcome to the AI Age, where AI can make trading decisions in milliseconds.
Take Minotaur Capital as an example.
The hedge fund replaced human analysts with AI… and… ended up beating the benchmark index by more than two times.
Here's the good news...
You can get a taste of using A.I. technology to find the top momentum trades.
As a Behind the Markets reader, we’d like to offer you a SPECIAL gift where you can sign up for our SMS “dark pool alerts” for FREE.
Click here to claim FREE SMS dark pool alerts now.
Are there any other mining stocks or ETFs you've got your eye on right now? What other sectors of the market do you think are on their way up? Hit "reply" to this email and let us know your thoughts!
0 التعليقات:
إرسال تعليق