Episode Details
| Title | The Next Big Trade Is Hiding In Plain Sight | Citrini |
|---|---|
| Date | 5/16/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $DEFENSE - Invest in defense sector, particularly missile defense systems and naval shipbuilders, due to increased government spending and policy priorities.
- “There's, like, the Golden Dome, right, which is, like, missile defense, $12,000,000,000 for, like, next generation interceptors in Alaska. Then there's, naval dominance. So the shipbuilders become pretty interesting.” - James (22:57)
- 🟢 $NVDA - 🔒
- 🟢 $ROBOTICS - 🔒
- 🟢 $SEMI - 🔒
- 🟢 $REXNR - 🔒