The Best Trump Stocks Might Not Be What You Think They Are

Depending on where you stand along the political spectrum, either the unthinkable has happened, America has been saved, or it’s just another day in the markets. Donald Trump is the president-elect once again. But this time, he’s going to have a Republican Senate and House for a few years. So no matter where you stand on the political spectrum, you need to understand how a Trump win impacts your investments.

And you need to know which stocks are the best stocks for a Trump presidency. Because there are going to be some winners and some losers. And the market is already trying to parse them out. But some of the stocks that are going to benefit the most are getting ignored. Some are even getting sold off. So today let’s talk about the best stocks for a Trump win.

The Most Obvious Isn’t the Most Profitable

The most obvious stock that’s going to benefit from a Trump win — and is already heading higher — is Trump Media and Technology Group Corp. (NASDAQ: DJT). It’s the holding company that owns Truth Media and its new streaming platform. But while it benefits from Trump’s win, it doesn’t benefit that much.

It’s obviously not going bankrupt as quickly as most analysts suggested. But that doesn’t mean that DJT stock is suddenly going to become profitable. Now, it might go up some as institutional investors establish exposure. But it’s not going to soar like others are. It’s a good Trump stock. But it’s far from the best stock for a Trump presidency.

Green Investments With a Red President?

Another stock that’s soaring after Trump’s win is Tesla. It was up double digits in pre-market trading the day after the election. That probably makes sense because Elon Musk is a Trump supporter. But here’s the thing… other EV stocks are falling. Not just the Chinese ones, either. American EV stocks are dropping too.{$ad_5848_693545}

But a Trump presidency, as crazy as it might sound, is going to be incredibly GOOD for the domestic EV market. I find it incredibly hard to believe that the richest guy in the world would devote so much time, energy, and money to getting another guy elected who was going to tear apart the industry that made the first guy rich. Elon Musk might be a little bit crazy, but he’s not stupid.

And that’s where the best stocks for a Trump win might start to surprise you. They’re not oil stocks. If Trump opens the floodgates in the oil industry, that drives down prices. Not a good thing for oil stocks. And when you look at the history, you see that so-called “green” investments did better under Trump than under Biden:

I mean, the performance isn’t even comparable. Under Trump’s first presidency, up to this point, the green energy index had ripped up nearly 200%. But under Biden/Harris, it’s fallen by over half and sits barely above where it was when Trump first took office in 2017.

Now do you understand why I’m saying that the best stocks for a Trump win might surprise you?

Are We Gonna Have an EV Czar?

It wouldn’t be that odd for Trump, in an effort to “reach across party lines” while still rewarding his supporters, to set up an EV office in his administration and put Elon Musk in charge of it. There’s probably nobody who knows more about EVs and how to get people to drive them than him.

That’s going to benefit Tesla, but it’s also going to benefit other EV manufacturers here in the States. Especially if Trump goes through with those heavy tariffs on Chinese cars. But they’re not the only ones who’ll benefit. You see, we still need a massive upgrade to the EV charger network. And Tesla is the de facto leader of the charger industry. And Trump likes to let private industry take the lead.

What Ever Happened to Those Chargers?

So it wouldn’t be that surprising to hear that one of the Trump administration’s goals would be to enable private companies like Tesla to create that network of chargers just like they created a network of filling stations a century ago. That would mean a lot more EV chargers hitting the parking lots of America. It sure would be a slap in the face of his predecessors if he were able to accomplish what they failed so miserably to do.

And that might lead to an increase in EV adoption…

They Get Plugged in, You Get Paid Out

All those new drivers who no longer fear running out of juice with no chargers in sight are going to pay a lot of money to charge their cars. Electricity isn’t free, you know. Much of that money will go to continued expansion of the network. But some of it will be portioned off and distributed to select investors.

And that’s where one of the best “secret” stocks for a Trump win comes into play. It’s actually a group of stocks that own the land where those chargers are going to be installed. They’re already profiting from the past growth in the EV market. And an EV czar who’s got a lot of chargers to sell could supercharge those gains.

I call it “Plug-in Payouts.” And I highly recommend you learn more about it before the inauguration takes place in January. It could be your last chance to get in before it really takes off.