💰“Trump’s Call, Stocks Soar!”From Chips to Lithium—Who’s the Next Jackpot?

White House Goes All-In: $9.5B Buys Equity, Who’s the Next 4x Moonshot?

As of October 2025, the Trump White House has used “national security” and “critical industries” to take real cash stakes in five U.S.-listed giants—via discounted equity, zero-strike warrants and grant-for-share swaps.

• Trump turns stone to gold: US$400 million into rare-earth king $MP Materials Corp.(MP)$ → +240% peak.

• Government shout-out: $Lithium Americas Corp.(LAC)$ +95% overnight, +240% at top since the Sept 24 leak.

• $Trilogy Metals(TMQ)$ : US$36.5 m news → +211% intraday—“Trump leverage” on display.

• Intel rescue: 10% state stake lands, $Intel(INTC)$ lifts off 61% since August 22nd 2025.

Figures are from 2025 official filings (DPA reports, Commerce memos, SEC 13D/G)—not rumoured “golden shares”.

✅ White House money-map (chronological)

Total cash dropped: ≈ US$9.5 billion

Playbook: buy cheap + zero-cost warrants → lock supply chain and fiscal upside.

All percentages are fully-diluted and include future warrant exercise.

🔍 Washington’s next lucky ticket?

1️⃣ Quantum Computing (DoD + Commerce)

Tickers: $IONQ Inc.(IONQ)$ / $Rigetti Computing(RGTI)$ / $D-Wave Quantum Inc.(QBTS)$ / $Quantum Computing Inc.(QUBT)$

Why: tech blockade angst; copy the $Intel(INTC)$ model—orders + equity to seal domestic q-chip capacity.

Terms: ≥US$10 m starter cheques, scalable to hundreds of millions.

Progress: second-round talks 23 Oct;

>>Trump to Take Stake in Quantum Computing! Will His “Golden Touch” Send Stocks Soaring?

2️⃣ Critical Minerals (DoD + DOE)

A. North America bench
$Ramaco Resources Inc.(METC)$ (met-coal + REE), $Energy Fuels(UUUU)$ (uranium/REE), $Nouveau Monde Graphite Inc.(NMG)$ (graphite anode), $CRITICAL METALS CORPORATION(CRML)$ (Li-Cs-Ta)

Why: >90% import reliance on China; White House offers 10-yr price floor + tax holiday + fast permits for ~10% equity.

Status: data-room phase since Oct; Q4 finish → Q1 2026 copy-paste “MP 15%” template.

B. Australia

$ILUKA RESOURCES LIMITED(ILU.AU)$ (Ti-Zr-HREE), $LYNAS RARE EARTHS LTD(LYC.AU)$ (world’s largest non-China REE separator)

Why: US still zero heavy-REE separation; zero-tariff + DoD off-take in exchange for US plant + warrants.

Status: term-sheet swap after Sep US-AU summit; DD not started.

3️⃣ Semicon / AI Hardware (Commerce + DoD)

$NVIDIA(NVDA)$ – 15% levy on every China-bound “Blackwell” chip = de-facto export licence fee; tech details pending.

$Advanced Micro Devices(AMD)$ – parallel 15% take under discussion → limit compute outflow + share AI-hardware upside.

[666][ Victory ] One-sentence takeaway

• Trump’s trading algorithm: Order → Cash → Equity → Moon.

• Quantum + Critical Minerals + AI silicon are the three White House hunting lanes this Q4.

• Government swaps old-style subsidies for tradeable, dividend-bearing, veto-powered shareholdings—locking supply chains and budget pay-back.

• Pick-ups get a “lottery ticket”; pass-ups stay in the dirt.

[Victory]Question for Tigers—bet or beware?

Fab-four already flown: next leg depends on capacity ramp vs valuation pull-back.

Pipeline names offer the highest upside, but risk due-diligence or Congressional cash freeze.

Which wagon are you jumping on?

Drop your pick in the comments and let’s watch for the next Presidential golden finger!

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