Trade Alert: Reindustrialization And Crypto

Bullish bets on on two of our top names that exemplify Trump-backed themes.

Strong Top Names Momentum Continues

Over the last several months, our Top Names have kept outperforming—you can see the ongoing results here: portfolioarmor.com/performance-top-names. From last night’s list, two stood out for very different reasons.

• Reindustrialization pick: a backbone-of-the-economy stock that benefits as onshoring and freight activity ramp back up. It fits squarely in our core “Reindustrialization, Embodied AI, and Energy” theme and priced cleanly for a defined-risk trade with asymmetric upside.

• Speculative kicker: a smaller, high-beta name tied to one of the more speculative corners of the market—a SOL treasury company that could benefit if crypto reignites over the next several months. With the current administration signaling a friendlier stance toward crypto and even Donald Trump Jr. reportedly having exposure to Solana, the setup here is too interesting to ignore.

Full details below, including pre-set exit triggers so we don’t have to babysit these trades (we had five profitable, automatic trade exits yesterday alone using this approach, you can track our exits as they happen in this spreadsheet).

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Today’s First Top Names Trade