Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna – All-In with Chamath, Jason, Sacks & Friedberg

Bullish:

$NUCLEAR - Support for nuclear energy development in the US, particularly smart modular nuclear energy, despite opposition from the Democratic party.
$RAREEARTH - Support for US involvement in rare earth minerals mining, including from unexpected political quarters.
$IMMIGRATION - Support for legal immigration and its positive impact on the country, balanced with the need for border security.
$TECH - Strong support for Silicon Valley's role in innovation and economic revitalization.
$GOVEFFICIENCY - Openness to bipartisan ideas for improving government efficiency, even from unexpected sources.

Bearish:

$DEFENSE - Criticism of wasteful defense spending and call for increased competition and efficiency in the sector.
$TIKTOK - Concerns about TikTok's security risks, potential for manipulation, and its use as an attack vector.