MP Materials is a buy due to its critical role in US rare earth supply chains for defense, EVs, and energy tech, reducing foreign dependence.
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The creator discusses four stocks that could benefit from the US and Venezuela situation, focusing on energ...
Bdon TradesJan 5, 2026
The creator discusses four stocks that could benefit from the US and Venezuela situation, focusing on energy and rare earth sectors. The stocks mentioned are XLE, PLTR, OKLO, and MP Materials.
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Tickers discussed in this post
Oklo is a high-risk, high-reward early-stage company critical for US energy independence, benefiting from the push for domestic reliable energy sources.
Palantir is a buy due to increasing geopolitical instability, which drives defense spending, data demand, and intelligence gathering.