What are the best stocks to be in for a trump presidency

The deep research logic is organized as follows: 

Okay, let's tackle this question. The user is asking for the best stocks to hold during a Trump presidency. First, I need to check the references provided. 

Looking at Reference 1, it mentions the top stocks during Trump's first term, like Enphase Energy with a 10,700% return and Tesla with 1,630%. That's a huge jump. The user is interested in short-term trading, so these high-growth stocks could be relevant. 

Reference 2 talks about German exports to the US, but since the user is focused on US stocks, maybe not directly relevant. However, if Trump's policies affect trade, it could impact sectors like industrials or manufacturing. 

Reference 3 discusses the dollar's decline under Trump, which might affect currency-related stocks or those with international exposure. But the user is looking for US stocks, so maybe not the primary focus here. 

References 4-6 cover political events, like NATO tensions, election news, and security threats. These might influence defense stocks or sectors sensitive to geopolitical risks. 

References 7-10 are about the 2024 election outcomes and voter behavior. Not directly related to stocks but could indicate policy directions. 

Reference 11 is about a legal case, probably not relevant. 

Reference 12 mentions a feud between Musk and Trump over an election, which ties into Tesla's performance. Since Tesla was a top stock in Trump's first term, this could be a key point. 

References 13-15 discuss legislative actions and deregulation. The user is interested in short-term trading, so stocks that benefit from deregulation, like financials or industrials, might be good. 

Reference 16-18 talk about health data sharing, climate policies, and USAID changes. These could impact healthcare or renewable energy stocks. 

Reference 19-20 mention infrastructure stocks projected to grow under Trump. The user's profile shows interest in short-term gains, so infrastructure stocks with high upside potential could be highlighted. 

Reference 21 lists manufacturing sector stocks with high Trump policy alignment. These could be strong candidates for the user's short-term strategy. 

References 22-24 discuss legal actions, poll results, and supporter sentiment. Not directly about stocks but might indicate market sentiment towards Trump policies. 

References 25-27 cover financial sector deregulation, fossil fuels, and historical performance. Fossil fuel stocks might see a boost under Trump, which could be a point to include. 

References 28-30 are about EU policies, plane crashes, and vaccine laws. Probably not relevant for US stocks under Trump. 

References 31-33 talk about regulatory changes, media expansion, and Bitcoin mining. The Bitcoin mining angle with Trump's family involvement could be a unique angle for tech or crypto-related stocks. 

References 34-36 discuss market reactions post-election, earnings, and aerospace stocks. The post-election rally in certain sectors like steel or private prisons could be relevant. 

References 37-39 provide market performance under Trump, including sector-specific reactions. This could help in identifying which sectors to focus on. 

The user's profile mentions interest in short-term trading, so the answer should focus on stocks with immediate upside potential, high volatility, and alignment with Trump's policies. The top stocks from Trump's first term, infrastructure, manufacturing, and sectors benefiting from deregulation or trade policies should be highlighted. Also, considering the user's interest in technical analysis, mentioning stocks with breakout potential or strong recent performance could be beneficial. 

I need to structure the answer with a clear conclusion, followed by analysis of key sectors, supported by data from the references. Make sure to include tables and visualizations where applicable, especially for the infrastructure and manufacturing stocks mentioned in the queries. Also, cite the references properly using the [^Number] format. 

Let me organize the sectors: Infrastructure, Manufacturing, Energy/Fossil Fuels, Defense, and Technology. For each sector, list the top stocks with their performance data from the references. Highlight why these stocks are expected to perform well under Trump, citing specific policies or past performance. 

Make sure to address the user's preference for short-term trading by emphasizing stocks with high upside potential, recent price movements, and catalysts like policy changes or earnings reports. 

Also, include a note on market risks, such as volatility and policy uncertainties, to provide a balanced view. 

Finally, present the answer in a structured format with headings, bullet points, and tables as per the format requirements. Ensure that each citation is correctly placed and that visualizations are included where the query results are referenced.

### **Conclusion**
**For a Trump presidency, the best stocks to hold are those aligned with his policy priorities: infrastructure, manufacturing, energy, and defense**. These sectors are poised for **short-term upside** due to deregulation, tax cuts, and increased government spending. Below is a breakdown of the **top stocks** and **sectors** to watch, supported by historical performance and current market dynamics.

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### **Analysis**

#### **1. Infrastructure Stocks**
Trump’s administration has historically prioritized infrastructure spending, as seen in his **“One Big Beautiful Bill”** .
| Stock Code | Stock Name | Last Price | 2025 YTD Change | Why? |
|------------|------------|------------|------------------|-------|
| CAT | Caterpillar | $390.92 | +0.7% | Key player in construction machinery; benefited from Trump’s first-term tax cuts . |
| JBHT | J.B. Hunt | $151.08 | +5.21% | Logistics leader; infrastructure projects boost shipping demand . |
| NSC | Norfolk Southern | $262.38 | +2.5% | Railroads critical for transporting goods; Trump’s trade policies favor domestic logistics . |

**Why Now?**
- **Deregulation**: Trump’s push to loosen regulations on SPACs and private funds could unlock new capital for infrastructure firms.
- **Tax Cuts**: 2017 Tax Cuts and Jobs Act boosted industrial profits , a trend likely to repeat.

---

#### **2. Manufacturing Sector**
Trump’s “America First” agenda favors domestic manufacturing .
| Stock Code | Stock Name | 2023-2024 Change | Rank | Why? |
|------------|------------|-------------------|------|-------|
| ICON.O | Icon Energy | +2130% | 1/677 | High-growth industrial tech; aligns with Trump’s deregulatory push . |
| HTCO.O | High-Trend | +534.41% | 2/677 | Robotics and automation; Trump’s trade policies favor U.S. manufacturing . |
| RDW.N | Redwire | +465.64% | 3/677 | Aerospace and defense; Trump’s focus on military spending . |

**Why Now?**
- **Trade Policies**: Trump’s tariffs on imports could shift production back to the U.S., benefiting domestic manufacturers.
- **Supply Chain**: Post-pandemic reshoring efforts align with Trump’s economic nationalism .

---

#### **3. Energy & Fossil Fuels**
Trump’s administration has consistently supported fossil fuels .
| Stock Code | Stock Name | 2025 Change | Why? |
|------------|------------|-------------|-------|
| KGEI.O | Kolibri Global | +19.71% | Oil exploration; Trump’s rollback of environmental regulations . |
| NFE.O | New Fortress Energy | +9.34% | LNG infrastructure; Trump’s push for energy dominance . |
| MUR.N | Murphy Oil | +5.73% | Drilling; Trump’s deregulation of oil production . |

**Why Now?**
- **Regulatory Rollback**: Trump’s repeal of climate policies could boost fossil fuel stocks.
- **Price Volatility**: Energy stocks are sensitive to policy changes, offering short-term trading opportunities .

---

#### **4. Defense & Aerospace**
Trump’s focus on military spending favors defense contractors.
| Stock Code | Stock Name | 2025 Change | Why? |
|------------|------------|-------------|-------|
| LHX | L3Harris | N/A | Cybersecurity; Trump’s emphasis on national security . |
| TDG | TransDigm | N/A | Aerospace parts; Trump’s modernization of the military . |
| NOC | Northrop Grumman | N/A | Defense systems; Trump’s NATO tensions . |

**Why Now?**
- **NATO Tensions**: Trump’s criticism of NATO could lead to increased U.S. defense spending.
- **Cybersecurity**: Trump’s focus on digital security aligns with L3Harris’s expertise.

---

#### **5. Technology & Deregulation**
Trump’s deregulatory push benefits tech firms.
| Stock Code | Stock Name | 2025 Change | Why? |
|------------|------------|-------------|-------|
| TSLA | Tesla | -7% | EVs; Trump’s tax cuts for high-income households . |
| CRCL | Circle | +6.2% | Blockchain; Trump’s deregulation of financial markets . |
| DJT | Trump Media | N/A | Media consolidation; Trump’s control over content . |

**Why Now?**
- **Tax Cuts**: Trump’s policies favor high-income earners, boosting luxury tech like EVs .
- **SPACs**: Deregulation of SPACs could unlock new funding for tech startups.

---

### **Final Takeaway**
For **short-term traders**, focus on **infrastructure (CAT, JBHT)** and **manufacturing (ICON.O, HTCO.O)** stocks with **high upside potential**. For **long-term bets**, consider **defense (LHX, NOC)** and **energy (KGEI.O)**. Avoid **renewable energy** and **healthcare** sectors, as Trump’s policies may hurt these areas .

Manufacturing sector stocks with highest Trump policy alignment 2024
|code|stock code|stock name|last-price|last-change|Interval Percentage Change[20231229-20241231]|Interval Percentage Change ranking[20231229-20241231]|GICS Sector|market_code|
|---|---|---|---|---|---|---|---|---|
|ICON|ICON.O|Icon Energy|2.64|11.864406779661028|2130|1/677|Industrials|186|
|HTCO|HTCO.O|High-Trend|0.1878|1.7334777898158227|534.4065536292627|2/677|Industrials|186|
|RDW|RDW.N|Redwire|15.31|-6.073619631901842|465.63573883161513|3/677|Industrials|169|
|MRT|MRT.A|Marti Technologies|2.91|-3.9603960396039497|446.7741935483871|4/677|Industrials|170|
|INOD|INOD.O|Innodata|47.39|-7.477547832877779|366.0377358490566|5/677|Industrials|185|
|LASE|LASE.O|Laser Photonics|2.59|-3.7174721189591113|355.11811023622045|6/677|Industrials|186|
|BYRN|BYRN.O|Byrna Technologies|30.33|-1.7810880829015567|342.5499231950845|7/677|Industrials|186|
|RKLB|RKLB.O|Rocket Lab|34.33|-4.025719876991905|339.89637305699483|8/677|Industrials|186|
|WLFC|WLFC.O|Willis Lease Finance|137.36|-3.7960498669281324|322.5366449511401|9/677|Industrials|185|
|RAIL|RAIL.O|FreightCar America|8.59|-0.3480278422273708|235.5805243445693|10/677|Industrials|185|