Donald J. Trump has always viewed the world through a businessman’s lens—even in politics. With a personal net worth exceeding $7 billion, he has consistently used market dynamics to further his broader agenda of “Making America Great Again.”
Since returning to power, Trump’s administration has adopted an unapologetically strategic approach: channeling capital into sectors critical to U.S. dominance—ranging from Bitcoin and AI to critical minerals and quantum computing. What began as policy has quickly evolved into a series of high-impact trades shaping both Wall Street sentiment and global geopolitics.
As an investor, it makes sense to track these developments:
1. Bitcoin
Even before assuming office, Trump flagged strong interest in cryptocurrency and in establishing a U.S. strategic reserve of Bitcoin. Over the past year, Bitcoin’s price has increased by approximately 60%
2. AI & Tech Infrastructure
Intel Corporation: A reported acquisition of a ~10 % U.S. government stake (at around US $8.9 billion) was made at roughly US $20.47 per share, and within two months the stock nearly doubled toward ~US $41.83 — representing a sharp return.
More broadly, AI infrastructure, compute-power and chip manufacturing are being rewired for domestic production. Taiwan Semiconductor, Nvidia, Intel, Apple have announced billions of dollar investment in the US.
3. Critical Minerals & Supply-Chain Sovereignty
To counter external dependencies—especially China’s dominance in rare-earths and battery minerals—major initiatives have been launched:
MP Materials Corp.: The U.S. Department of Defense acquired a ~15% stake on July 11, making it the largest shareholder. Since then, the stock gained ~64.8% (from ~$45.11 to ~$74.33 by Oct 6).
Lithium Americas Corp.: In connection with restructuring a US $2.26 billion federal loan, the administration pursued a 10% ownership stake. After market news on Sept 23, the stock surged from ~$3 to ~$10 by Oct 14—over 200% in under a month.
Trilogy Metals Inc.: The U.S. government’s 10% stake announcement triggered a >200% jump in the stock in a single session.
Note: These returns capture the initial momentum; however, all three names have seen recent profit-taking and increased market scrutiny.
4. Quantum Computing: The Next Frontier
Now the focus shifts to quantum-computing firms—technology with the potential to disrupt AI, cybersecurity, materials science and more.
Quantum computing stocks are on fire over the trailing-12-months, Shares of IonQ(NYSE: IONQ), Rigetti Computing(NASDAQ: RGTI), D-Wave Quantum(NYSE: QBTS), and Quantum Computing Inc.(NASDAQ: QUBT) have respectively soared by 284%, 3,140%, 2,760%, and 1,310%.
Trump’s latest moves highlight a new era of state-backed capitalism, where political influence and market strategy intersect. Whether in Bitcoin, semiconductor chips, or rare-earth metals, the U.S. is clearly positioning itself for technological and resource independence.
For investors, these “Trump trades” are more than headlines—they represent a structural realignment of where future value and volatility will reside.
The key lies in staying alert, diversified, and disciplined—identifying the difference between a passing trade and a generational opportunity.
