Policy vs Profits: Which Stocks Are You Betting On?
Feels like 2025 is the year policy headlines move stocks faster than earnings. Tariffs, chip rules, TikTok, and lithium are all shaking sectors overnight.
Tariffs: Pharma shrug (Lilly, Amgen up), PACCAR up, import-heavy furniture down.
Chips: Intel + GlobalFoundries rally; Nvidia still dominating AI headlines.
TikTok: Oracle takes US cloud lead → volatility, potential long-term play.
Lithium & rare earths: Gov’t backing MP Materials & Lithium Americas = stocks jump.
Power & AI: Utilities & REITs (Entergy, Equinix, American Tower) look set to benefit.
Your thoughts:
1. Are you chasing policy winners or sticking to fundamentals?
2. Which sectors feel most resilient long-term?
3. TikTok/Oracle — opportunity or gamble?
Drop your picks — curious how everyone is positioning in this policy-driven market!
Source: Trade Engine News
In stock trading, I think it’s a bit of both. Policies can spark momentum (like clean energy stocks after government pushes), but strong profits usually keep companies steady long term. I balance between policy-driven plays and fundamentally solid profit-makers. What’s your approach?
