US Government as Venture Capitalist & Whale
US Defense Spending Is Only Going To Grow
US Government as Venture Capitalist - is a theme that may have started with Trump Coin and has continued beyond bitcoin and crypto treasury companies. It moved quickly into a 40% stake by the Dept of Defense in MP Materials.
On that day, I also recommended UUUU long to clients, and since that July 10th call it is up 153%!
Given the Trump trade war with China, it is any wonder that INTC & MU will stay in play given semiconductor chips as critical to national security?
There are some other names I’ve been tracking…
