What if the biggest investor in the world isn’t Wall Street… but the U.S. government itself?
Back in October, a handful of small, overlooked stocks exploded up to 400% on one simple rumor:
👉 The U.S. government might start investing directly in companies.
Then something interesting happened.
The hype faded. Retail investors moved on. Prices pulled back quietly.
But behind the scenes?
Rumors are turning into policy, and policy is turning into real deals.
And that’s where things get explosive 💣
🇺🇸 The Big Shift Nobody Is Talking About
For decades, the U.S. supported industries through:
Grants
Subsidies
Tax credits
Basically… free money.
Now?
The government is doing something far more powerful:
👉 Taking equity stakes in strategic companies
That changes everything.
Because when the government becomes a shareholder:
Incentives change
Supply chains get locked in
Projects actually get built
And small companies can be completely re-rated overnight
Think about the scale:
$52 billion from the CHIPS Act alone
$6+ billion already earmarked for critical minerals
Tens of billions more quietly flowing into national security priorities
Now zoom in 🔍
Many of the companies involved are tiny — under $3B market cap.
One is under $750 million.
Drop even $500M into a company that size…
You’re not nudging the stock.
You’re rewriting its entire future.
🧲 Why Rare Earths Are the Real Battleground
Six of the ten stocks getting attention fall into one category:
Rare earth & critical minerals
These materials power:
AI chips 🤖
EV batteries 🚗
Fighter jets ✈️
Missiles & radar systems
Smartphones 📱
The problem?
China controls:
~60% of global mining
90%+ of processing
That’s a national security nightmare.
So the U.S. is responding — fast.
Grants are being converted into ownership stakes, ensuring supply doesn’t disappear when it matters most.
📈 The Stocks That Popped… Then Got Forgotten
Here are some names that already reacted once — and may react again when deals become official:
Trilogy Metals (TMQ)
Jumped over 400% on news of U.S. investment in Alaska mining infrastructureCritical Metals Corp (CRML)
Nearly quadrupled on government interest in rare earth projectsLithium Americas (LAC)
A key player in domestic battery supply chainsMP Materials (MP)
The only major U.S. rare earth producer — and already generating revenueUSA Rare Earth (USAR)
Another small-cap name tied to national security priorities
Many of these companies:
Have little or no revenue (yet)
Are burning cash
Carry high risk
But that’s exactly why government backing matters.
This is high risk, high reward territory.
🧠 Not Just Stocks — ETFs Are the Smarter Play
Here’s the problem most investors face:
👉 Picking the one stock that gets the deal is hard.
Miss it, and you’re left holding a bag.
That’s why many investors are choosing a smarter route:
ETFs that capture the entire theme
Instead of betting on one company, you gain exposure to:
Rare earths
Semiconductors
Defense
Strategic manufacturing
All in one move.
Less stress.
More diversification.
Still positioned for upside.
🚀 How to Position Yourself (Without Overthinking It)
If government money continues flowing into:
Critical minerals
Chips
Defense infrastructure
Then the winners won’t just be individual stocks —
entire sectors will rerate higher over time.
And ETFs are one of the easiest ways to ride that wave.
📲 Trade These ETFs Easily with moomoo
If you want a clean, beginner-friendly way to buy ETFs tied to these themes, moomoo makes it simple:
✔️ Easy ETF access
✔️ Powerful charts & analysis
✔️ Fast execution
✔️ Perfect for long-term positioning
👉 Start investing in these strategic ETFs with moomoo here:
🔗 https://j.moomoo.com/0xFRE4
Smart money is already moving.
The question is… will you move before the headlines hit again? 👀📊
🔥 Share this if you think government-backed investing is the next big trend
💬 Comment: Rare earths, chips, or defense — which wins next?
#TrumpStocks #SmartMoneyMoves #ETFInvesting #RareEarths #DefenseStocks #SemiconductorBoom #moomoo #LongTermInvesting
