Trump’s Gulf Gambit: How U.S. Business Alliances Are Redrawing the Investment Map

The geopolitical chessboard is shifting, and the stakes are higher than ever. Donald Trump’s whirlwind Gulf tour hasn’t just sparked headlines—it’s ignited a firestorm of $2 trillion in U.S. corporate partnerships that could redefine sectors from energy to AI. This is no ordinary trade deal; it’s a full-frontal assault on global markets, and investors who ignore it are leaving money on the table. Let’s dive in—because this is where the next decade’s winners will be made.

Infrastructure Gold Rush: Build, Baby, Build

The U.S. construction giants aren’t just building bridges to the Middle East—they’re paving roads to riches. Companies like Hill International (HIL), AECOM (ACM), and Parsons (PSB) are front and center in Saudi Arabia’s $2 billion infrastructure boom, from airports to “Qiddiya City.” These firms are the unsung heroes of Trump’s “America First” strategy, exporting U.S. engineering expertise while creating 10,000+ jobs stateside.

Action Alert: Infrastructure stocks are primed to surge. Look for plays with direct Saudi contracts—like ACWA Power’s U.S. solar partners (e.g., First Solar (FSLR))—which could see windfalls from energy efficiency mandates.

Energy Dominance: The $90 Billion Saudi Playbook

Energy is the crown jewel here. Aramco’s $90 billion pact with U.S. firms isn’t just about oil—it’s about dominating the next energy era. Partners like Honeywell (HON) and ExxonMobil (XOM) are locking in LNG, AI-driven efficiency, and even green ammonia projects. But the real prize? Nuclear and fusion tech.

Secretary of Energy Chris Wright is pushing DOE sites like Idaho National Lab to partner with private firms on fusion breakthroughs. Meanwhile, Nuclear Energy Acquisition Corp (NUM)—a play on the NNSA’s ambitions—is a sleeper stock to watch.

Cramer’s Call: Go all-in on firms with dual exposure to fossil fuels and clean tech. Aramco’s deals are a bridge to the future—no pun intended.

Tech’s New Frontier: AI and the “Stargate” Bonanza

This isn’t your grandfather’s tech boom. The $500 billion Stargate project—led by OpenAI (OA), Oracle (ORCL), and SoftBank (SFTBY)—is a geopolitical moonshot. Think: U.S.-Saudi data centers with 100,000 jobs and AI infrastructure that could rival China’s ambitions.

But the real disruptor? Nvidia (NVDA). Its 18,000+ AI chips to Saudi’s Humain venture aren’t just hardware—they’re digital sovereignty tools.

Risk? Yes. Regulatory overreach could stifle innovation. But with Trump’s deregulatory zeal, this is a buy-the-dip opportunity.

The Geopolitical “Gotchas” (And How to Dodge Them)

No free lunch here. Risks include:
1. Sanctions Sabotage: Lifting Syria sanctions could trigger congressional pushback, rattling markets.
2. Trade Tariffs: Aluminum-dependent firms like Alcoa (AA) face $90M tariff hits—avoid unless they secure exemptions.
3. Diplomatic Whiplash: The Abraham Accords’ shaky progress could spook investors.

Mitigation Play: Diversify into global supply chains (e.g., Boeing (BA)’s $142B defense pact) and firms with multiple geopolitical anchors (like GE Vernova, tied to both Saudi and U.S. nuclear deals).

Final Cramer Command: Buy These 3 Plays Now

1. NVIDIA (NVDA): AI’s “moat” tech is unassailable.
2. Hill International (HIL): Infrastructure’s leading contractor with direct Saudi exposure.
3. Oracle (ORCL): Stargate’s backbone—a $500B bet on U.S. tech dominance.

The clock is ticking. These partnerships aren’t just deals—they’re a new world order. Miss this wave, and you’ll be swimming in someone else’s wake.

Action Now, or Regret Later.

Investment decisions should consider personal risk tolerance. Past performance does not guarantee future results.