Whether you love President Trump or hate him, one thing is clear: his administration is reshaping the investment landscape.
From aggressive deregulation to pro-manufacturing policies, a focus on defense, and the landmark “Big Beautiful Bill” funneling trillions into the economy, Trump’s policies are already favoring specific sectors… And companies tied into those trends stand to benefit big.
And if you pay attention to who he surrounds himself with—like the select group of CEOs who joined him on recent international trips—you can get a sneak peek at which companies are likely to thrive over the next four years. Whether through massive government contracts, favorable regulatory changes, or exemptions from punitive tariffs, these companies are positioned to thrive in a Trump economy.
On the latest episode of Wall Street Unplugged Premium, Frank highlighted 11 stocks that are perfectly positioned to ride this wave of political and economic momentum… Let’s look at three of them.
1. Nvidia (NVDA): The brains behind the AI revolution
Nvidia needs no introduction—it’s the undisputed king of AI hardware. Its GPUs are the engines behind ChatGPT, autonomous driving, data centers, and every major AI initiative across the globe.
Under Trump, Nvidia could benefit even further. Why? Because Trump is focused on reshoring high-tech manufacturing and building up U.S. infrastructure, especially in critical industries like defense and data. That means more AI spending… and more demand for Nvidia chips.
What’s remarkable is that even after a historic run, the stock is still dirt cheap. It trades around 30x forward earnings—reasonable given its 45% projected earnings growth.
What’s more, Nvidia’s revenue is recurring and expanding thanks to frequent upgrade cycles (every 18 months), and its software-hardware integration gives it a defensible moat.
This stock could grow at 25% annually—easily beating the market.
The bottom line: If you think you missed the boat on Nvidia, you’re wrong. There’s way more upside ahead.
2. Palantir (PLTR): The holy grail of enterprise AI
Palantir is one of the most exciting—and misunderstood—companies in the market. Its secret sauce: Advanced AI software that helps companies and governments make better, faster decisions with their data.
And under Trump, Palantir could go parabolic.
The company is deeply entrenched in two sectors Trump is targeting with massive spending: defense and energy. Its platforms are already used by the U.S. military, NATO allies, and major energy producers. As the “Big, Beautiful Bill” channels trillions into pro-growth infrastructure and national security initiatives, Palantir’s contract pipeline will only get stronger.
Critics point to the stock’s high valuation, but they’re missing the point. This isn’t a speculative AI startup—it’s already profitable, with enterprise customers raving about its ability to drive real-world productivity. CEOs from the world’s biggest companies are going on record saying it’s the best AI platform they’ve ever used.
Put simply, if Nvidia is the AI brain, Palantir is the nervous system connecting the entire enterprise.
3. Alcoa (AA): The ultimate ‘Trump sleeper stock’
While Nvidia and Palantir are riding the AI wave, Alcoa is a more contrarian Trump pick—but it might have the most upside of all.
Alcoa is one of the world’s largest aluminum producers. It’s been left for dead by Wall Street—down ~40% from recent highs—and trading at dirt-cheap multiples. But don’t let that fool you. Under the Trump Administration, Alcoa could be in for a major resurgence.
You see, Trump is laser-focused on revitalizing U.S. manufacturing and deregulating mining. Aluminum is critical for defense, construction, transportation, and electronics. Trump has already imposed tariffs on aluminum imports once, and it led to a 50% spike in U.S. production.
It’s worth noting that the CEOs from all three of these companies were among the small group that traveled with Trump to the Middle East—a signal that they could receive exemptions, contracts, or both.
With only an $8 billion market cap, any boost in Alcoa’s business could move the needle in a big way.
Of all 11 stocks Frank named on the podcast, this is the one stock in the group that he says could double—and maybe triple—over the next few years.
If you’re looking for an overlooked, high-upside way to play a Trump win, this is it.
The bottom line: Position yourself now
This isn’t about politics—it’s about profits. And right now, there’s a narrow window to load up on companies that are directly aligned with Trump’s policy agenda.
- Nvidia is the picks-and-shovels play for AI.
- Palantir is the execution layer for government and enterprise intelligence.
- Alcoa is the industrial sleeper with massive political tailwinds.
For the full list of 11 stocks primed for profits under the Trump presidency, join Wall Street Unplugged Premium today.
