Hey Influence Traders,

Congress can’t agree on who gets to vote, how to fund DHS, or what counts as bipartisan. Markets are reacting like you’d expect. Blue chips hit all-time highs on a flight to quality while alt investments took a hit.

Here’s the thing. The hysteria is overblown.

Since 1976, the S&P 500 has gained an average of 4.4 percent during government shutdowns. During the 35-day shutdown in 2018-2019, the market rose over 10 percent. Defense stocks did even better, gaining an average of 5.2 percent across shutdowns since 1995, according to Morgan Stanley.

Politicians argue. Headlines scream. And the money keeps flowing into defense and infrastructure because neither party can afford to cut them.

That’s the pattern. And right now, two names sit right at that intersection.

A construction giant with a nuclear secret

Most people look at Fluor Corporation (FLR) and see a construction company. Backlog growth, infrastructure projects, bridges, plants. Solid but boring.

They’re missing the bigger story.

Fluor is sitting on a massive stake in the only small modular reactor company with U.S. Nuclear Regulatory Commission design certification. That investment has already returned hundreds of millions in proceeds, and there’s a catalyst coming in 2026 that most investors haven’t connected to FLR yet.

With bipartisan infrastructure momentum and the administration’s push for nuclear energy, the timing on this one is getting interesting.

I’ve been breaking down the full picture for Capitol Gains members, including what that catalyst means and how I’m thinking about positioning around it.

1,842 percent revenue growth, and a catch

Red Cat Holdings (RCAT) has been on our watchlist for a long time. We’ve made good trades around it, with short puts still on the books.

The preliminary Q4 2025 numbers are staggering. Revenue jumped 1,842 percent year-over-year. That kind of growth doesn’t happen without real demand behind it, and in this case, the demand is coming straight from defense and government contracts.

But there’s a catch. And it’s a big one.

The revenue story is only half the equation. What’s happening on the other side of the balance sheet is what separates a trade from a trap. I walked Capitol Gains members through the full breakdown, the specific numbers that matter, and where I’m watching for an entry.

Where the money flows when Washington stalls

Congress will keep stalling. DHS funding deadlines will come and go. None of it changes where the spending actually lands.

Infrastructure and defense survive every shutdown, every continuing resolution. The trades are there. It’s about knowing the details and timing the entries.

Andrew and I dig into both of these names, and others like them, every week inside Capitol Gains. Members get the research, the setups, and the alerts when it’s time to move.

Joining is easy. The first month is just four bucks, and you get time to see what we do and see my best research first.

To join, just tap on this link.

Frank