To The Moon

If you're anticipating a potential "Trump 2.0" presidency and looking to invest, consider sectors and stocks that thrived during Donald Trump’s first term and could benefit from similar policies, such as deregulation, tax cuts, infrastructure spending, and a more America-first approach.

1. **Energy & Oil**: Trump was a proponent of energy independence, favoring oil and natural gas production. Companies like **Exxon Mobil (XOM)**, **Chevron (CVX)**, and **ConocoPhillips (COP)** could see a boost from increased domestic energy production and looser regulations on fossil fuels.

2. **Defense & Aerospace**: A strong military agenda was central to Trump’s policies. Defense contractors like **Lockheed Martin (LMT)**, **Northrop Grumman (NOC)**, and **General Dynamics (GD)** stand to benefit from higher defense spending and strategic military investments.

3. **Financials**: Trump’s administration rolled back many financial regulations, which helped banks perform better. **JPMorgan Chase (JPM)**, **Goldman Sachs (GS)**, and **Bank of America (BAC)** could continue to benefit from such policies in a second term, especially if interest rates rise or deregulation increases.

4. **Infrastructure & Construction**: Trump’s push for infrastructure investment was significant. Companies like **Caterpillar (CAT)**, **Nucor (NUE)**, and **Vulcan Materials (VMC)** could profit from new spending on roads, bridges, and construction projects.

5. **Tech (with a focus on domestic production)**: While Trump has been wary of China’s tech dominance, he favored boosting domestic manufacturing, which could benefit companies like **Intel (INTC)**, **Micron Technology (MU)**, and **Qualcomm (QCOM)**, particularly in semiconductors and 5G tech.

6. **Consumer Goods & Retail**: A more protectionist trade policy could favor American manufacturers. Companies like **Home Depot (HD)**, **Lowe’s (LOW)**, and **Walmart (WMT)**, which focus on American-made products, could be beneficiaries.

In summary, stocks in energy, defense, financials, construction, and select tech could see substantial upside in a "Trump 2.0" scenario. Always consider diversifying your portfolio to hedge against potential political or economic volatility.