8 Big Beautiful Bill Stocks to Watch, Explained by Felix Prehn of Goat Academy
Discover Felix Prehn’s analysis of 8 stocks likely to benefit from the new Big Beautiful Bill, explained simply for all investors. Learn more with Goat Academy.
The new Big Beautiful Bill, now law in the United States, is changing the landscape for investors. Felix Prehn, founder of Goat Academy, has analyzed the bill’s impact and identified eight stocks that could benefit the most. This article explains his picks in simple terms, so anyone can understand—even if you’re new to investing.
What is the Big Beautiful Bill?
This new law extends tax cuts from 2017 and gives new tax breaks for companies that invest in the United States. It also increases government spending on defense, infrastructure, and energy. These changes are likely to help certain companies grow and become more profitable.
1. Huntington Ingalls Industries (HII)
Huntington Ingalls builds ships for the U.S. Navy. The bill includes$34 billion for expanding the naval fleet. This means more contracts and more business for HII. The company is also expected to benefit from new technology, like unmanned ships and drones.
2. Lockheed Martin (LMT)
Lockheed Martin is a major defense company. The bill funds a$25 billion missile defense shield, similar to Israel’s “Iron Dome.” The company’s stock has been steady, but experts like Felix Prehn believe it could rise when the new contracts start.
3. General Dynamics (GD)
General Dynamics also works in defense and private jets. New tax incentives for American-made vehicles, including jets, could boost sales. The company is expected to benefit from increased defense spending.
4. Fluor Corporation (FLR)
Fluor is involved in building border walls and infrastructure. The bill includes large contracts for border security, and Fluor is a key player. The company’s stock has started to recover, and more growth is possible.
5. Caterpillar (CAT)
Caterpillar makes equipment for construction and infrastructure. As the government spends more on building projects, Caterpillar is likely to see higher demand for its products.
6. Chevron (CVX) and ExxonMobil (XOM)
Both Chevron and ExxonMobil are oil and gas companies. The bill removes some clean energy credits, making it easier for oil and gas companies to compete. It also opens up more federal land for drilling, which could help these companies grow.
7. Northern Dynasty Minerals (NAK)
This mining company benefits from new support for domestic mining. With a lower stock price and market cap, it has more room to grow compared to larger companies.
8. Uber (UBER)
Uber stands to gain from the removal of taxes on tips, which could help keep more drivers and improve operations. The company is also looking to use autonomous (self-driving) vehicles in the future, which could lower costs and increase profits.
Other Companies to Watch
Retailers like Walmart and Target may benefit from tax cuts that give people more money to spend. Palantir, a technology company, is likely to win government contracts for border and defense projects. Big tech companies like Microsoft, Amazon, Apple, and Meta will benefit from lower corporate taxes and tax breaks for investing in the U.S. These companies often use extra cash to buy back their own shares, which can make the stock price go up.
Key Terms Explained
Stock Buyback: When a company buys its own shares, making each remaining share more valuable.
Moving Average: A line on a stock chart that shows the average price over a set time. It helps investors spot trends.
Consolidation: When a stock’s price moves sideways for a while before going up or down.
Market Cap: The total value of a company’s shares. Smaller market cap means more room for growth, but also more risk.
Felix Prehn and Goat Academy focus on helping people understand these trends and make smart investment choices. For more about Felix Prehn and his approach, visit the Goat Academy About page.