Before last week’s election, I outlined the small group of companies that could emerge as big winners – no matter which election outcome took place.

Today’s article will look back at those picks – because two of them have absolutely exploded higher.

The first company was AppLovin (APP).

Here’s what I wrote…

This is an “anti-big tech” company. They help software developers find ways to earn money from their apps, could be a big winner as Meta and Google to yield control over search and social media.

Just look what happened to this stock last week…

This was a monster upside move – but it wasn’t the only one…

I also said that no matter who wins, there are a handful of sectors that will emerge as winners regardless – and Axon Enterprise (AXON) stood to benefit.

Here’s exactly what I wrote…

“AXON could be one of the strongest presidential election plays. Not only does Axon sell conducted energy devices (CEDs) under the TASER brand in the United States and internationally, but they also offer hardware and cloud-based software that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Their “Axon Body” product line offers body cam footage for law enforcement officers -which is now becoming the norm for every tactical officer and first responder in the country. Headed into a heated November election, this is one of my favorite plays”

Once again, this was spot on the money.

Just look at the AXON blastoff that occurred last week:

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MONDAY MARKET MINUTE

• New CPI out this week: This Wednesday, we’ll get the latest CPI reading, which means that we’ll most likely move into a new SPY play during our Tuesday Catalyst Cashouts live session tomorrow. Tracking.
• Solar feels impact of election outcome: The Solar industry is reacting to expected policy initiatives to undo the green energy priorities of Biden’s Inflation Reduction Act, and investors are adjusting accordingly. Ortex-reported short interest in SolarEdge Technologies (SEDG) was up from 30.5% to 32.4% – nearly-matching a one-month high
• Hedging the Election Pop: Last week in The War Room, we made a move to re-up our market protection for an additional month – just in case this election market pop starts to reverse course and unwind.
• Intel: One of the biggest winners (in my view) on the election result is Intel. Promises of tariffs on foreign-made chips could prove advantageous for Intel, which is the largest manufacturer of advanced semiconductor chips here in the U.S.