Submitted by QTR's Fringe Finance

Yesterday at Fringe Finance, we celebrated getting two major predictions correct.

First, in a note I put out about 16 days ago to paid subscribers, I predicted Warren Buffett might consider a stake in UnitedHealth (UNH), writing:

I think after UnitedHealth’s (UNH) sharp sell‑off, Warren Buffett might see the situation as a textbook example of value emerging from market overreaction.

Buffett is known to buy into defensive, counter‑cyclical industries during periods of fear—exactly the type of environment UnitedHealth faces now.

And on Thursday after market, this news hit the wire, sending UnitedHealth shares up about 10%:

WARREN BUFFETT AND BERKSHIRE HATHAWAY $BRK.B BOUGHT 5 MILLION SHARES OF UNITEDHEALTH $UNH DURING Q2

🔥 THIS WEEKEND ONLY | 75% OFF: Anyone choosing an annual subscription to Fringe Finance this weekend immediately gets 75% off their subscription — which becomes a discount that you can keep for as long as you wish to remain a subscriber. This coupon expires this weekend: Get 75% off forever

Second, in a note out about 8 days ago, after Intel (INTC) sold off 4% on President Trump’s critical comments about its CEO, I said the news was being misread and it could be opportunistic to consider here:

Intel shares were down more than 4% in early trading. But, if you see this as a step to Trump trying to position Intel as the flagship U.S. chipmaker — as I wrote would be bullish for them — this isn’t necessarily terrifying news. What comes of it remains to be seen, but cooler heads have a way of prevailing in these situations and it shows that Intel is a priority for the Trump administration. I added some shares this morning.

And I even reiterated my stance on X at 2:50pm EST while Intel was starting to move higher:

Just moments before this headline hit the wire, sending Intel shares up 8% and another 3% after hours:

TRUMP ADMINISTRATION SAID TO DISCUSS US TAKING STAKE IN INTEL

And so, after this news and seeing MP Materials surge 360% this year after the Trump Administration took a stake in the rare earth miner, I decided to release a list of the top 75 names that I thought the administration may also consider taking stakes in.

75 Public Companies Trump Could Keep "Close To Home"

This list is essentially a curated roster of more than 75 U.S.-based, U.S.-run companies that form the backbone of America’s industrial and national security infrastructure—spanning defense, technology, energy, healthcare, transportation, and essential goods.

It’s framed around the idea that the COVID pandemic and recent geopolitical shifts exposed dangerous vulnerabilities in America’s reliance on foreign supply chains, prompting moves like the U.S. taking a stake in MP Materials to secure rare-earth production.

The point is not to recommend specific stocks, but to highlight companies that could plausibly be targeted for government partnership, protection, or deeper integration to safeguard domestic production of critical goods and services.

Whether they build fighter jets, produce semiconductors, supply medical equipment, or move strategic resources, these firms are presented as both vital to national resilience and, potentially, beneficiaries of future U.S. policy aimed at keeping critical capabilities “close to home.”

QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This post represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. They are either submitted to QTR by their author, reprinted under a Creative Commons license with my best effort to uphold what the license asks, or with the permission of the author.

This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier.

The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.