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The Ultimate Trump Trades: Three Little-Known Ways to Ride the Small Cap Boom
When America wins, its businesses win – big ones, small ones, and everything in between. And America isn’t tired of winning just yet, Mr. President…
While the Trump economy will benefit large companies with government investment and policies friendly to their businesses…
It will also send smaller companies into the stratosphere.
And a unique market anomaly is occurring right now that’s set to make small cap companies even more potent. There’s a historic valuation gap between small cap and large cap companies.
Small cap stocks are cheaper relative to large cap stocks than they’ve been at any time this century. The last time this happened, in 2001, many small caps became some of the biggest winners in stock market history.
Middleby surged over 13,800%.
Tractor Supply skyrocketed 50,000%.
And Monster Beverage rose by a staggering 125,000%.
And now we have a second chance to buy into the small cap revolution by investing in innovative, small American companies. Trump is promising massive tax cuts for smaller companies, and a full 85% of people believe his policies will improve the economic situation for small companies.
It already happened once during his first term. The Trade Desk jumped 2,500%, Digital Turbine soared over 8,000%, and Enphase Energy returned 9,700%.
Make no mistake: The 2020s might be half over, but they still have plenty of time to roar like the 1920s…
In this report, I’ve made the case for three companies I believe are capable of the same sort of growth. I’m talking twentyfold increases by the end of Trump’s second term.
Fast-Moving Profits
Cloud computing is vital to the modern economy. Thousands of companies of all sizes use Amazon Web Services, Google Drive, and Microsoft Azure. At the close of 2024, this segment of the information technology sector was worth $735.45 billion and is expected to grow to $832.88 billion by the end of 2025.
And it’s San Francisco-based Fastly (NYSE: FSLY) that makes much of that cloud computing possible. It can claim Amazon, Google, and Microsoft as customers along with 3,243 other companies around the world. And 99% of those customers continue to renew Fastly’s services.
Fastly’s cloud network connects people to AI applications nine times faster than the competition. It serves 1.8 trillion daily requests, and it’s fast enough that 90% of its customers can run firewalls around their applications to keep them safe. And that network is protected by 162 patents.
The company’s network is the best of all worlds. It’s fast, it’s safe, it’s easy to use, and it allows customers to save money compared with the costs of the competition.
Despite all of that, the company has just a $1 billion market cap and trades for a microscopic price. But Fastly is putting up some serious numbers on its bottom line and, with its elite clientele, you can bet it won’t remain a bargain for long.
In fiscal year 2023, Fastly brought in $543.7 million in revenue, up 7.4% year over year. And that growth continued into 2025 up to the most recently reported quarter, Q1 2025, which saw revenue top $144.5 million. That’s a 8.2% increase over Q3 2023’s.
Fastly’s revenue growth has been on a tear for the past several years. Over the past three years, the company has seen revenues increase at a CAGR of 14.3%. Over the past five years, that rate rises to 20.6%.
The company also holds $307 million in cash and just $94.67 million in net debt. That’s a refreshing sight in an industry where so many companies, particularly smaller ones, are absolutely drowning in debt.
Combine the patents, the network, and the A+ client list Fastly has already put together with the explosive growth it’s been seeing, and you have a winner. Scoop up a few shares while they’re still going for bargain-basement prices.
Action to Take: Buy Fastly Inc. (NYSE: FSLY) at market. Use a 25% trailing stop to protect your principal and your profits.
In Good, Steady (Robotic) Hands
Medicine is one of the biggest market opportunities for robotics. And overworked doctors and nurses need all the help they can get.
The potential of this market propelled one of my best picks, Intuitive Surgical (Nasdaq: ISRG), to the moon. When I recommended it in 2004, it surged 309% over the next two years. It became the fourth-best-performing stock of the last 20 years, rising by 200-fold in all.
Intuitive’s groundbreaking DaVinci surgical robots allowed surgeons to perform more complex surgeries with less risk. Even the best surgeon’s hand might slip, or an older surgeon may not have as steady hands as he or she used to.
But surgical robots like DaVinci solve both problems, giving surgeons a precise tool and allowing older professionals with decades of experience to continue to perform operations.
And I believe Procept BioRobotics Corp. (Nasdaq: PRCT) is the next Intuitive Surgical. The company’s new surgical robot, the AquaBeam, is an image-guided robot meant to use minimally invasive surgery called Aquablation to treat BPH, the benign enlargement of the prostate.
Symptoms of BPH can seriously impact an individual’s quality of life. They range from difficulty urinating and kidney damage to bladder stones and urinary infections. Symptoms of the condition are present in 1 in 4 men aged 55 or older and half of men 75 or older. By age 80, 20% to 30% of men require treatment for the condition.
And surgery used to be the only solution, though it could lead to incontinence, erectile dysfunction, and sexual dysfunction. Enter Aquablation, which received FDA approval in December 2017…
It uses nothing more than a robotically assisted waterjet, and it’s heat-free. It also leads to much better outcomes. Only 1% of men treated with Aquablation had incontinence issues as a side effect… 0% developed erectile dysfunction… and only 11% had any lingering sexual dysfunction.
A treatment option that successful, with few side effects, is a winner for any biotech company. And Procept is no different. The company has been building momentum quickly and is about to take off.
In the past three years, its revenue has surged at a CAGR of 81%. In 2024, the company brought in revenue of $224.5 million, up 64.8% over 2023. And that revenue growth is continuing at its blistering pace into 2025. Procept recorded Q1 2025 revenue of $69.2 million, up 55.3% over Q1 2024.
On top of that, the company boasts cash reserves of $316.21 million and a gross margin of 62.7%. Despite that, its market cap is a puny $3.22 billion, and it trades for less than $60. Procept has Intuitive Surgical potential, so you can bet on it not staying below $60 for long…
On top of that, the company boasts cash reserves of $196.76 million and a gross margin of 57.4%. Despite that, its market cap is a puny $3.97 billion, and it trades for less than $80. Procept has Intuitive Surgical potential, so you can bet on it not staying below $80 for long…
Action to Take: Buy Procept BioRobotics Corp. (Nasdaq: PRCT) at market. Use a 25% trailing stop to protect your principal and your profits.
A King’s Ransom
One of the main planks in the Trump platform is to expand America’s capacity to drill and extract our vast oil reserves. So we can be sure the oil and gas industry will reap the biggest benefit from this administration’s agenda.
But finding out exactly where to drill can be a conundrum. The process of exploration, that is, finding new well locations, can be expensive, can be time-consuming, and can result in a loss if no suitable location is found.
That’s where royalties companies like Dorchester Minerals LP (Nasdaq: DMLP) come in. These companies own land where they know oil and gas is sitting beneath the surface. They charge extraction companies royalties (a percentage of the value of all oil and gas produced by the extractor from that land) for the right to drill.
And Dorchester Minerals is set to make a mint as oil and gas producers take advantage of Trump’s pro-energy policies to fulfill the commander in chief’s promise to “drill, baby, drill.”
It holds land in 582 counties and parishes across 26 states, including two of America’s most productive oil and natural gas regions, the Permian Basin and the Bakken Formation.
Dorchester is essentially the oil industry’s landlord. Energy extractors pay it rent for the use of the land it owns, and Dorchester passes a large portion of that rent on to investors in the form of a hefty dividend. More on that in a moment.
As you might imagine, being the landlord to an industry that produces roughly $478 billion worth of oil and gas annually is a very lucrative position. And Dorchester’s balance sheet bears that out…
The company has an absurd 94.3% gross margin, cash reserves of more than $41.55 million, a market cap of just $1.32 billion, and a bargain share price of less than $30. It generates $152 million annually without operating so much as a single oil well.
Over the past three years, revenue has risen at a CAGR of 14.1%. And that was under an administration dead set on hamstringing the oil and gas industry. In the most recently reported quarter, Q1 2025, the company’s revenue surged by 39.3% to $43.2 million.
But here’s where we get to the really good part.
Dorchester pays a dividend of $3 per share. That doesn’t sound like much upfront, but it represents a yield of 12%. That’s just shy of nine times higher than the average dividend yield of S&P 500 stocks. And the company has grown its dividend per share by 9.9% over the last three years.
When you own shares in an LP, or limited partnership, you become a partner in its business. That gives you a right to guaranteed profit from its revenues. Dorchester pays that out through its fat dividend. This is why our strategy with this one will be a little different…
I expect Dorchester will see some solid share price growth over the next four years. But if you reinvest your dividends throughout Trump’s second term, you could be looking at a serious passive income machine. And with its share price going at bargain rates, Dorchester could turn a modest fortune into a very immodest one come 2028.
Action to Take: Buy Dorchester Minerals LP (Nasdaq: DMLP) at market. Use a 25% trailing stop to protect your principal and your profits.
The Roaring 2020s…
While these three companies are small, they have great management, growing sales, and solid business models. And, because of their size, they have room to grow into the next big business.
This is your second chance to get in on a small cap revolution while investing in innovative American companies.
If you act now, you can forget living like working man Tom Joad in The Grapes of Wrath… you’ll be living out the 2020s like the Great Jay Gatsby, old sport…