Remember when Republicans were supposed to be the “hands-off government” party? Yeah, well, that memo apparently got lost somewhere between the campaign trail and the Oval Office. Because right now, we’re watching the most profitable contradiction in modern politics: a GOP administration that’s basically turned into a venture capitalist with a printing press.
And honestly? If you’re an investor, you should be doing cartwheels.
Here’s the thing: Uncle Sam has been writing checks and taking equity stakes like he’s trying to corner the market on… well, everything. And every time he does, certain stocks go absolutely bonkers.
The Government’s Greatest Hits (AKA: How to Make Bank)
Let me paint you a picture. This year alone, we’ve seen four massive “government shock” moments:
• Intel got a $9 billion Pentagon hug – stock nearly doubled
• MP Materials scored a 15% government stake – up 111% in a week
• Lithium Americas got Uncle Sam’s attention – jumped 194% in two weeks
• Trilogy Metals hit the jackpot with a 10% government stake – up 211% in ONE DAY
That last one is particularly wild. Imagine going to bed with a boring mining stock and waking up to a 211% gain. That’s “quit your day job” money delivered faster than your morning coffee gets cold.
The AI Energy Crisis (Or: Why Your Netflix Needs Nuclear Power)
Here’s where things get really interesting. All this AI stuff everyone’s obsessing over? It’s basically an energy vampire. OpenAI’s latest partnership needs 10 gigawatts of power – that’s like 10 nuclear plants worth of juice, just for one deal.
Solar and wind sound nice, but they’re about as reliable as your friend who says they’ll “definitely show up this time.” When the sun sets and the wind stops, your AI still needs to run. Batteries aren’t ready for prime time, and fossil fuels are politically radioactive (pun intended).
That leaves nuclear. And Big Tech knows it:
• Microsoft literally restarted Three Mile Island (yes, THAT Three Mile Island)
• Amazon dropped $500 million on nuclear startups
• Google signed the world’s first corporate nuclear deal
The Company That Turns Trash Into Treasure
Now here’s where it gets spicy. There’s one nuclear company that’s so politically connected, it makes a Washington lobbyist look like a hermit. We’re talking:
• Trump’s Energy Secretary has given them three pilot programs
• Sam Altman (OpenAI’s CEO) backed them, then mysteriously stepped down from their board to “avoid conflicts of interest” (wink wink)
• Out of 37 nuclear companies, they’re the ONLY one invited to Trump’s AI energy summit
Oh, and they’ve figured out how to turn nuclear waste into fuel. You know, that 90,000 metric tons of radioactive stuff we’ve been storing? They can turn it into 150 years of clean energy. Talk about making lemonade out of uranium lemons.
The Leak Cycle: Why Smart Money Moves Early
Here’s the insider secret: these government announcements don’t happen overnight. There’s always a “leak cycle” where stocks drift up 20-30% before the big news hits. Lawyers talk, board members position themselves, and the smart money quietly accumulates.
Right now, all the signals are flashing for this nuclear play. The stock’s starting to move, volume’s picking up, and my gut says an announcement could drop any day.
When Trilogy Metals popped 211%, most people were caught off guard. Don’t be most people.