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The US government is betting billions on stocks right now... but does that mean you should follow? Rob Spivey and Professor Joel Litman with Altimetry Research join me to explain why government-backed stocks have a history of letting investors down, and where they see the real opportunity instead.
We start with two stocks to avoid, a rare earth miner and a lithium miner, both backed by government money. Rob and Joel break down what these companies would need to pull off just to justify their current prices. Then we get to three stocks they like right now, all benefiting from deregulation. One makes the giant turbines that AI needs for power, one is a bank positioned for a wave of mergers and more lending, and one is an oil and gas services company that now sells power straight to data centers.
We also get into what the government's involvement means for long-term holders, how interest rates play into bank profits, and why the AI power build-out is far from over.
View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks.
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