In Today’s Masters in Trading: Live The race to reshore America’s supply chains just took another major turn. And right now, the miner Lithium Americas (LAC) is in the Trump administration’s sights. After officials suggested they’d buy a 10% equity stake in the miner, shares jumped more than 70% in premarket trading on Wednesday. It’s all part of a broader plan set in motion months ago. The administration has been actively discussing opening a stake in the company as it looks to renegotiate a $2.26 billion government loan for its Thacker Pass lithium mine. The implications of this deal are huge. The Thacker Pass Lithium Mine? It’s expected to become the Western Hemisphere's largest source of lithium. And it could far outpace other facilities once it goes live in 2028. Now, Lithium Americas getting a 70% pop on government partnership talks isn’t some fluke. After our recent wins in MP Materials (MP) and The Metals Company (TMC), LAC’s big day is yet another signal that the U.S. is in a full-scale race to rebuild domestic supply chains. Everything from lithium to semiconductors to rare earths – if another nation controls it, America wants to build its own version. We had a clear thesis with MP and TMC — that Washington would have to secure domestic rare earth supply — and carefully selected targets positioned in the U.S. companies perfectly set up to benefit when the check finally cleared. Now we’re seeing that same thesis lift a whole range of other stocks higher. Remember the disruptive building industry play QXO Inc. (QXO)? I’m sure the Masters in Trading community recalls the massive win we locked in from this stock back in June. And it’s still going strong as it leverages a $150M investment from Kushner-affiliated capital. Or take enterprise software player Oracle (ORCL). That stock is tracing new highs with a 75% federal discount via government cloud agreement. The legacy tech giant Intel (INTC) is swimming in $8.5 billion-plus of U.S. subsidies/loans for domestic semiconductor fabs. And the list goes on and on. This is one of the biggest trends lifting the stock market right now. But most investors simply don’t have a clue – and they certainly don’t have the tools we use. The next leg of the government’s big equity spending spree is locked in. And right now, I want to show you where our next MP-level wins will likely come from. So make sure you join me for today’s episode of Masters in Trading at 11 AM EST, where I’ll show you: - The 16 stocks I'm tracking that could benefit from government partnership announcements
- Why the reshoring trend is creating the biggest stock opportunities of the decade
- The specific sectors where government investment is accelerating
 | Got a Question? | Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, | 
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