AU stock? There are quite a number for me to recommend... I will instead go for the sector first. Two themes I am interested and would highly recommend. Definitely, rates cut is in many people's mind. One potential beneficiary would be gold and silver! It's not just rates cut; the continuous falling USD exchange rate is a key factor here as well. With the passing of the silly "big beautiful" tax cut bill in US, USD will continue to suffer. Precious metals group will benefit. I recommend some small but highly potential miners, $Sun Silver Ltd(SS1.AU)$ , $Mithril Silver and Gold Ltd(MTH.AU)$ , $James Bay Minerals Ltd(JBY.AU)$ . Another sector to benefit from the US bill would definitely be defence. Trump has also been pressurizing Australia to up the defence budget. I would recommend $DRONESHIELD LTD(DRO.AU)$ , $AML3D LTD(AL3.AU)$ and Titomic (TTT.AU). Additive manufacturing and counter drones would be big winners there. Many companies make drones, but who is good at countering?Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
