The Rundown Deep Dive: Inside Trump’s Red-Hot Investment Portfolio
21 snips
Oct 25, 2025 Explore how the Trump Administration is strategically investing in national security sectors! Discover the motivations behind a $9 billion stake in Intel and the implications of prioritizing rare earth materials. Learn about the government's backing of lithium producers and how the market has reacted positively to these investments. Dive into the potential of quantum technology and the shift towards state-backed capitalism as the United States targets future industries like drones and advanced military tech.
AI Snips
Chapters
Transcript
Episode notes
Government Bet On Intel Pays Paper Gains
- The U.S. bought a 10% stake in Intel for $8.9B to revive domestic chip manufacturing and compete with TSMC.
- Intel stock rose ~90%, giving taxpayers an $8B unrealized gain, but foundry losses and execution risk remain.
Stakes In Miners To Break China's Grip
- The Department of Defense and other agencies bought stakes in rare earth and battery miners to onshore critical materials supply chains.
- Stocks of MP Materials, Lithium Americas, and Trilogy Metals more than doubled or tripled after U.S. stakes were announced.
Market Reaction May Not Equal Reshoring
- Stock prices spike immediately after government investment announcements, creating instant paper gains.
- It remains unclear whether these market moves will translate into long-term supply-chain reshoring.