According to @stocktalkweekly, concentrating over 50% of a portfolio in rare metals, defense, and national strategic assets outperformed on a broadly red trading day as those holdings were described as soaring, source: @stocktalkweekly on X, Oct 10, 2025. According to @stocktalkweekly, the approach was to listen to the President’s stated priorities and then select the strongest individual stocks that best fit those policy-favored exposures, source: @stocktalkweekly on X, Oct 10, 2025. According to @stocktalkweekly, no tickers, position sizes, or exact returns were disclosed, and the post does not mention BTC, ETH, or broader crypto market impacts, source: @stocktalkweekly on X, Oct 10, 2025. According to @stocktalkweekly, the trade takeaway is that policy signaling was the cited catalyst, pointing traders toward defense and strategic commodity exposure when executive guidance favors these areas amid broader market weakness, source: @stocktalkweekly on X, Oct 10, 2025.