Just finished digging into HR1 and it is not subtle This bill is a full swing back toward real world industry Fossil fuels defense contractors American manufacturing and small business all get the green light
Energy gets an open runway They are rolling back regulations on drilling and delaying methane penalties which basically tells oil companies to go full throttle
Defense is getting a solid budget bump More contracts more gear more spending That sector always reacts fast when the money lines up
Small business is being thrown a lifeline with expanded tax deductions and investment incentives That opens the door for mid and small caps to start moving again
Manufacturing and construction also catch a boost with investment credits and a clear push for made in America gear
Here is what people are watching and what is already getting scooped up
-
ExxonMobil XOM
-
Chevron CVX
-
Halliburton HAL
-
Lockheed Martin LMT
-
Northrop Grumman NOC
-
Raytheon RTX
-
Caterpillar CAT
-
Emerson Electric EMR
-
Vulcan Materials VMC
-
Martin Marietta MLM
And the ETFs seeing action
-
XLE energy
-
ERX leveraged energy
-
ITA aerospace and defense
-
DFEN 3x defense
-
IWM small caps
-
URTY 3x small caps
-
TNA another small cap bull
-
PAVE infrastructure and materials
Money is rotating into these names and it is not hype it is policy There is no guesswork here The bill is a blueprint and the flow is already starting
If you are still only watching tech you are missing what this bill is trying to do This is about putting America back in boots steel and oil not clicks and code