What stocks are in the White House Basket watchlist?

The White House Basket watchlist tracks 13 tickers on QuantAbundancia: LMT, BA, NOC, USAR, MP, LAC, TMQ, INTC, NVDA, AMD, plus 3 more.

Watchlist

White House Basket

Trump-policy-aligned conviction picks - companies positioned to benefit from government ownership stakes, revenue-sharing arrangements, Golden Dome defense, and other policy-favored themes.

source: user-2026-04-25-whitehouse

Aligns with the AI Compute Accelerators bubble3/13

Hypothetical· equal-weight buy at inception, mark-to-market today

Apr 25 → Jul 30 · 13/13 picks · equal-weight

-14.2%

White House Basket

+2.7%

SPY

-17.0%

alpha

topAMD+38.0%·LMT+9.6%·INTC+2.4%

dragLAC-46.5%·USAR-41.3%·MP-39.5%

Golden Dome

3 picks

Government Ownership

5 picks

#1
USARUSA Rare Earth, Inc.
Rare-earth supply chain reshoring.
$13.82last
$22fib
-37.2%vs fib
#2
MPMP Materials Corp.
Critical minerals + permanent-magnet supply chain.
$39.26last
$60fib
-34.6%vs fib
#3
LACLithium Americas Corp.
Domestic lithium supply for batteries.
$2.81last
#4
TMQTrilogy Metals Inc.
Copper, zinc & critical metals exposure.
$3.02last
#5
INTCIntel Corporation
Domestic semiconductor manufacturing.
$86.92last
$60fib
+44.9%vs fib

Revenue Sharing

2 picks

#1
NVDANVIDIA Corporation
AI infrastructure tied to government revenue-sharing structure.
$192.45last
$71fib
+171.1%vs fib
#2
AMDAdvanced Micro Devices, Inc.
AI infrastructure tied to government revenue-sharing structure.
$462.39last
$253fib
+82.8%vs fib

Trump Policy-Favored

3 picks

#1
CEGConstellation Energy Corporation
Nuclear power & grid reliability.
$264.10last
#2
TSLATesla, Inc.
Autonomous vehicles, robotics & U.S. manufacturing.
$305.58last
$351fib
-12.9%vs fib
#3
PLTRPalantir Technologies Inc.
Defense AI, government software & national-security workflows.
$121.20last
$137fib
-11.5%vs fib

Frequently asked questions

What stocks are in the White House Basket watchlist?: The White House Basket watchlist tracks 13 tickers on QuantAbundancia: LMT, BA, NOC, USAR, MP, LAC, TMQ, INTC, NVDA, AMD, plus 3 more.
What is the White House Basket watchlist?: Trump-policy-aligned conviction picks - companies positioned to benefit from government ownership stakes, revenue-sharing arrangements, Golden Dome defense, and other policy-favored themes.

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