What if the Trump Agenda works? Where do stocks go?

BY ANDREW GIOVINAZZI

June 10th, 2025

Yo Pit Crazies,

 

I brought up this very question with my colleague Frank Gregory on Capitol Gains. We’ve had a string of wins and are having a strong year. Honestly, we were simply acting on what President Trump said he planned to do.

 

We also covered this topic in our State of the Market session (you can watch the replay here). State of the Market is our daily free show focused on options news and entertainment. No matter the day, we aim to educate our audience or offer a fresh take on the economy, trading, and politics.

 

As Frank Gregory says, Trump sticks to his agenda. Whether I agree with it or not, or whether it succeeds or fails, is beside the point. What matters is analyzing his policy moves and aligning our trades with the direction he’s taking.

 

It’s the greatest show on Earth.

 

And this is the direction he’s taking it.

DJT wants sovereignty in 3 Key Areas for the USA

 

  1. Rare Earth Minerals
  2. Military Tech
  3. Nuclear (clean) Energy

 

I’d also add Border and Domestic Security to that list—and Airship Holdings (Ticker: AISP) stands out as a stock poised to benefit. The bigger picture is that each of these sectors has enormous upside potential.

 

AI is driving an insatiable demand for energy. Affordable military tech is backed by a $1 trillion budget, and rare earths could break China’s monopoly, turning them into a truly global commodity. Expect significant movement across all these sectors—according to Frank, our trusted Washington Insider.

 

If Trump’s agenda works—and he continues shifting toward fewer tariffs and more flexible negotiations—the markets could see a strong rally. For a deeper look at the long-term strategy, check out Frank’s Combat China Portfolio by clicking here.



To Your Trading Success,

 

AG

Andrew Giovinazzi

30-Year Trading Pro

pit profits

See what's hot at option pit

CAPITOL GAINS: SMR Aug16 7 call closed for a 150% gain

DELTA STRIKE: VLY Mar15 8 puts closed for a 88% gain

PFE May17 26 calls closed for a 66% win

OP MENTORING: SPY Mar22/19 510 put calendars and 520 calls for 6.4% gain

OPTION SHOPPER: ERX Mar28 65 calls closed for a 90% gain

Andrew Giovinazzi

Andrew Giovinazzi

Share This Article

Andrew Giovinazzi

Insider's Edge

The Stock Facing Lawsuits That Big Money Keeps Buying

By Andrew Giovinazzi

Andrew Giovinazzi

Pit Report

A New Kind of Oracle

By Andrew Giovinazzi

Andrew Giovinazzi

Market Action

A Total Reversal Today

By Andrew Giovinazzi

Andrew Giovinazzi

Market Action

The Buying Opportunity of the Decade

By Andrew Giovinazzi

About the Author

Andrew Giovinazzi

Andrew Giovinazzi

Former CBOE floor trader and CIO at Karman Line Capital. Author of ‘The Option Traders Hedge Fund’ with over 30 years of options trading experience.

Popular Posts

Categories

Stay Updated

Subscribe to our newsletter for daily trading insights

Upcoming Events

FOMC Meeting

2:00 PM EST

Earnings Season Begins

Pre-market

Options Expiration

Market Close

NFP Report

8:30 AM EST