OBBBA Beneficiary Stocks TOP10 - Invest Where Money Flows

On July 4, 2025, the 'One Big Beautiful Bill Act (OBBBA)' signed by President Trump is fundamentally changing the U.S. investment landscape. This legislation pours massive funds into core 'America First' sectors including an annual $150 billion increase in defense spending, $170 billion investment in border security, and a 35% expansion of semiconductor tax credits, while significantly cutting clean energy subsidies - marking a dramatic policy shift.

The Trump administration's execution power is remarkable. In this policy transformation, we've selected and analyzed the TOP10 stocks expected to benefit the most.
While some stocks have already risen significantly, we believe it's still important to understand the direction for investment decisions.

OBBBA Beneficiary Stocks TOP10 at a Glance

OBBA Act Key Contents: Clear Winners and Losers

Let's explore the overall beneficiary and affected sectors.

📈 Major Budget Increase Sectors

• Defense Budget: Additional $150 billion annually (Golden Dome missile defense, defense AI, etc.)
• Border Security: $170 billion investment (wall construction, 10x ICE budget increase)
• Semiconductors: Tax credit expansion from 25%→35% (accelerating U.S. fab construction)
• American Automobiles: Up to $10,000 loan interest deduction

📉 Major Budget Cut Sectors

• Clean Energy: Phased elimination of IRA tax credits (solar, wind, EVs)
• Medicaid: Over $1 trillion cuts over 10 years
• SNAP: Significant reduction in low-income food assistance budget

OBBBA Beneficiary Stocks TOP10 Detailed Analysis

🚀 Rocket Lab (RKLB) - "Rising Star of Defense Space"

Key Beneficiary in Defense Space Sector
Rocket Lab is undoubtedly a beneficiary of OBBBA's defense budget increase and space sector investment expansion.

Core Competitive Advantages

• Market leader in small satellite launches (2nd after SpaceX)
• Multiple national security mission contracts with U.S. Department of Defense
• Expected to benefit from space-based systems in $16 billion defense AI investment
• Competitive advantage through relatively affordable and rapid launch services

Investment Appeal

• Direct beneficiary of defense space budget increase
• Diversified revenue model providing both commercial and defense launch services
• Surge in demand from small satellite constellation construction boom

🔍 Palantir (PLTR) - "Hidden Champion of Defense AI"

Dual Benefit Structure
Palantir is uniquely positioned to benefit simultaneously from $16 billion defense AI investment and $170 billion border security budget.

Core Competitive Advantages

• Key data analytics partner for major government agencies including DoD and CIA
• Massive data processing and analytics demand surge from 10x ICE budget increase in border security
• Unparalleled technology in AI-based decision support systems
• High barriers to entry and switching costs in government contracts

Investment Logic

• Core beneficiary of $16 billion defense AI budget
• Explosive demand for surveillance and analytics systems from border security enhancement
• Stable revenue structure based on long-term contracts with government agencies

🎯 Lockheed Martin (LMT) - "King of Golden Dome"

Monopolistic Position Secured
Lockheed Martin has secured a monopolistic position in OBBBA's $25 billion 'Golden Dome' missile defense system.

Core Competitive Advantages

• Sole master contractor for Aegis Ballistic Missile Defense (Aegis BMD) system
• Exclusive access to system design and source code
• Recently signed $3 billion 10-year long-term contract

Dividend Investor Perspective

• Stable and predictable cash flow
• Low business risk based on government contracts
• Profitability improvement from long-term contracts

🛡️ Northrop Grumman (NOC) - "Leader in Defense AI"

Dual Benefit Structure
Northrop Grumman benefits simultaneously from Golden Dome missile defense and $16 billion defense AI investment.

Technical Advantages

• Leading development of Glide Phase Interceptor (GPI)
• Successful integration of AI capabilities into forward area air defense systems
• Space operations AI development in collaboration with NVIDIA

💻 Intel (INTC) - "Pioneer of Semiconductor Onshoring"

Enhanced Tax Benefits
OBBBA significantly increased semiconductor manufacturing investment tax credits from 25% to 35%. Intel is expected to benefit most from ongoing large-scale fab investments in Arizona, Ohio, and New Mexico.

Investment Appeal

• Largest semiconductor investment underway in the U.S.
• Significantly improved investment profitability with 35% tax credit
• Core beneficiary of 'America First' policy

🎯 RTX Corporation (RTX) - "Master of Radar and Missiles"

Core Supplier for Golden Dome
RTX Corporation is a key company simultaneously supplying the 'eyes' (advanced radar) and 'fists' (interceptor missiles) of the Golden Dome system.

Major Products

• AN/SPY-6 advanced radar system
• SM-3 interceptor missiles
• Essential component of multi-layer defense architecture

🏭 TSMC (TSM) - "Global Foundry Leader"

Arizona Mega Project
TSMC is proceeding with a massive $165 billion project in Arizona and is positioned to maximize 35% tax credit benefits.

💾 Micron Technology (MU) - "Memory Semiconductor Powerhouse"

Accelerating DRAM Fab Investment
Micron Technology is proceeding with large-scale investments for advanced DRAM production in New York and Idaho, expecting to receive direct benefits from enhanced tax credits.

🔧 Applied Materials (AMAT) - "Pickaxe of Semiconductor Gold Rush"

Core of 'Picks and Shovels' Strategy
Applied Materials, supplying equipment for the semiconductor fab construction boom, is positioned to benefit with relatively low risk.

Investment Logic

• Revenue directly linked to fab construction encouraged by 35% tax credits
• Stability from being one step removed from final semiconductor market competition
• Essential supplier to all major players including Intel, TSMC, and Micron

🚗 General Motors (GM) - "Revival of American Automotive"

American Auto Preferential Policy
General Motors can strengthen competitiveness through OBBBA's benefit of up to $10,000 loan interest deduction for American car purchases.

What Impact on Tesla?

Recent news about Elon Musk's new party formation and conflicts with Trump suggests this legislation is certainly bad news for SpaceX and Tesla.
EV subsidies are being cut, and there's risk of losing momentum in space industry investment due to increased government debt.

Major Impact Factors

• EV tax credit early termination on September 30, 2025
• Weakened price competitiveness due to increased consumer purchase costs
• Overall reduction in clean energy policies

Reasons to Still Pay Attention

• Musk's expanding political influence (role as government efficiency chief)
• Unparalleled competitiveness in autonomous driving (FSD) technology
• Long-term EV market growth trend remains unchanged

Tesla faces short-term policy headwinds, but considering Musk's political influence and technological advantages, it remains noteworthy from a long-term investment perspective.

Conclusion: Maximizing Policy Change Benefits Through Selective Investment

The OBBBA Act is separating the U.S. economy into 'two tracks', creating clear winners and losers. Companies in defense, semiconductors, and space sectors will receive unprecedented government support, providing long-term and stable growth momentum.

Particularly for dividend investors and retirement planners, defense stocks like Lockheed Martin and RTX Corporation that provide stable cash flows can be attractive choices. For growth-seeking investors, next-generation defense technology stocks like Rocket Lab and Palantir can offer high return potential.

Investors should leverage these policy changes as opportunities while maintaining a cautious approach that fully considers political risks and macroeconomic uncertainties.

Related Tags: #OBBBA #TrumpStocks #DefenseStocks #Semiconductors #SpaceStocks #RocketLab #Palantir #InvestmentAnalysis #FiscalPolicy #2025MarketOutlook #DividendInvesting