12 Assets To Buy in 2026 To Profit From a Trump Presidency, According to Jaspreet Singh

Finance commentator Jaspreet Singh argues that President Trump’s planned reallocation of roughly $7 trillion in government spending should favor policy-driven winners and recommends positioning portfolios accordingly: prioritize AI infrastructure exposures (data centers, cloud and semiconductors) via ETFs such as SKYY, DTCR, SOXX, BOTZ and CHAT, target strategic materials and supply‑chain plays in rare earths with REMX and PICK and select names like Lynas (LYSDY) and MP Materials (MP), and rotate into U.S. industrials, defense and energy through XLI, PAVE and VDE; the thesis is that concentrated government capex and geopolitical supply constraints could create outsized, policy-dependent opportunities but also idiosyncratic risk.

Analysis

Finance commentator Jaspreet Singh recommends repositioning portfolios to reflect President Trump’s stated reallocation of roughly $7 trillion in government spending, citing the U.S. government’s “Winning the Race: America’s AI Action Plan” and an implied willingness to allocate substantial capital to AI. He identifies three AI-connected categories—data centers, semiconductors and related infrastructure—and points investors to ETFs SKYY, DTCR, SOXX and application ETFs BOTZ and CHAT as vehicles to capture that exposure.

Singh also highlights commodities and supply-chain plays driven by geopolitical friction, noting China’s restrictions on rare-earth exports and recommending REMX, PICK and selective exposure to Lynas (LYSDY) and MP Materials (MP). For domestic policy-driven winners he suggests industrial, defense and energy ETFs including XLI, PAVE and VDE to capture expected U.S. capex and infrastructure rotation.

The market signal attached to the piece is mildly positive (sentiment score 0.25) but the thesis is explicitly policy-dependent: upside hinges on enacted budgets and sustained federal spending while single-name rare-earth and materials exposures carry idiosyncratic and geopolitically-driven volatility. Investors should therefore prefer diversified ETF exposure for tactical positioning, limit sizing in speculative miners, and treat any allocation as conditional on concrete spending confirmations and trade-policy developments.

Key Decisions for Investors

• Consider a tactical overweight to AI infrastructure via ETFs SKYY, DTCR and SOXX rather than single stocks to capture data-center, cloud and semiconductor upside while controlling idiosyncratic risk
• Add measured exposure to rare-earths and metals through REMX or PICK to play potential supply-chain constraints, but treat Lynas (LYSDY) and MP Materials (MP) as speculative smaller allocations
• Rotate modestly into domestic industrials, defense and energy using diversified ETFs XLI, PAVE and VDE once budgetary details or contract flows confirm increased federal capex
• Use policy and trade catalysts (formal spending bills, AI funding allocations, China export actions) as explicit rebalancing triggers and keep position sizes capped to reflect high political and execution risk
• Employ hedges or stop-loss rules for concentrated commodity or single-name positions and prioritize liquidity and ETF-based exposure for core tactical allocations