Key insights
- The post speculates on potential negative impacts on specific stocks like PLTR and TSLA if Trump is no longer in power, particularly due to changes in government contracting and political alignment. A screen for companies that outperformed during Trump's presidency, especially in government-linked sectors, is suggested. This highlights the risk of policy shifts impacting specific equities.
I think the most obvious is some ticker like PLTR where if dems take control or someone not in trumps circle even on the repubs who peter thiel doesnt own could take a bit hit if it gets dropped from a lot of gov contracting
TSLA too popped on the election but that's been around longer and is generally more volatile
What other tickers might fit this name? Would it be worth running a scan to see who outperformed because of Trump? Which industries would be the most exposed, govt contracting i imagine, what else?