4 Stocks for the Trillion-Dollar Gov't Spending Spree
Over the next several years, trillions of government dollars will flow into private businesses to help offset the rise of Chinese competition. Here are four stocks from three industries that are set to receive this surge in funding… and thus get turbocharged by this “new” New Deal.
$ORCL + $META in a reported $20B AI cloud compute deal, sending Oracle stock even higher. ORCL stock is now +112% in the last 20 weeks, its biggest 20...
Macro thought: You can't have your cake and eat it, too.
There are 2 types of rate-cutting cycles:
- "Good" rate cutting cycle: Fed cuts proactively, ...
$500B in rev for $NVDA. Probably $1T+ in downstream spending. This is a huge deal, folks.