Which companies and sectors will stand out in America during the Trump era? What kind of change will occur? These are questions on everyone's mind these days. I'm thinking about this myself and trying to imagine a world with Trump. A world with Elon Musk by his side, of course. It seems to me that Donald Trump and Elon Musk will take America back to the old Wild West days. What do you mean by the Wild West, the environment where there was little law or regulation and everyone made their own laws, with the power of arms in those days. I hope we won't go there. What I'm talking about here is the economic system, entrepreneurship and new technology development turning a little bit towards the Wild West.

There was abnormal regulation during the Democrats' era. Players in almost every sector were saying they were tired of the abundance of regulations, bureaucracy and laws. In this sense, we are returning to the Wild West. Less regulation, fewer laws, let's try, make mistakes and learn. Let's give entrepreneurs as much freedom as possible and see where America is going. In fact, this was what made the United States America in the past. But later, with excessive regulation, excessive protectionism, and many other factors, America's wildness diminished.

Of course, this has many positive aspects. It may have become a more livable place, but on the other hand, it slowed down innovation, entrepreneurship and investment. I believe that Elon Musk and Donald Trump will once again take America to a place similar to the Wild West. A country where there is less regulation, fewer laws, entrepreneurs can move more freely and quickly, technologies are developed faster and more effectively, more risks are taken and thus more innovative products, business models and services emerge. At least, that's how I see it for now and within this framework, I will try to tell you which sectors have hope today.

First of all, let me tell you why Trump and Elon Musk will go to war with regulation. The first reason for this is that both of them have spent their lives struggling with regulation. They often got into trouble because of regulations, in Donald Trump's case, let's say with laws, in other words, the issue is not only regulation. Elon Musk has always clashed with capital market boards. He clashed with different central authorities in America, their lives have been spent on this. Here, Trump, as an entrepreneur, Elon Musk, as both an entrepreneur and an innovator, have felt the weight of the state very much and they say that we should reduce this and they clearly put this in their election manifestos.

They will establish a ministry, a ministry of state efficiency management. Elon Musk will be the head of it. He probably will not come with an official duty. But he will provide consultancy there and the aim of that place is to reduce the state's expenses. Elon Musk is quite ambitious and says that he will reduce the state budget of 8 trillion by 2 trillion dollars. By the way, it is not easy to do this and reduce regulation on the other hand. To pave the way for entrepreneurs, innovators, and technology evidence. How will the ministry step in, how will it handle the details. Will this relationship between Elon Musk and Donald Trump continue this strong? These are other topics of discussion, but the intention is this right now.

If this is really their intention and they can put it into practice, I think they will primarily focus on the sectors that are currently most hindered by regulation in America and have great potential. Of course, the best of these will be autonomous driving, since Elon Musk is also involved. Because there are serious regulatory problems in front of autonomous driving. Tesla's technology has not reached there yet. But it is very close, and with the easing of regulation, it will become more meaningful in the minds of consumers to get fully autonomous driving software. This will probably pave the way for Tesla. Of course, nothing special can be done for a company, not just Tesla. All similar players in the sector and investors on the other hand will invest more in this area when they see that the regulatory problem has been eliminated. As a matter of fact, we see that there has been a serious increase in the valuation of Tesla in recent days.

It is very difficult to know how far the regulation will go. First of all, it will probably be in the form of more liberalization, being more open to experimentation, and reducing expectations a little. Because right now, all the applications in the sector in the United States are applications and regulations developed for normal driver vehicles. Autonomous cars are a completely different area. Maybe new regulation needs to be developed for them. We will watch that with curiosity. So autonomous driving is probably a clear area. The second clear area is of course artificial intelligence. The situation in artificial intelligence will probably go in two dimensions. On the one hand, regulation will be relaxed for the acceleration of artificial intelligence.

For example, if you are building a data center and it needs a lot of energy, I think it will be possible for you to build a small nuclear power plant next to it. In fact, there has been a rapid increase in these types of stocks for the last two days in small nuclear reactor stocks. On the other hand, Elon Musk also wants some regulation to come to artificial intelligence. Because if artificial intelligence falls into wild hands and there is no regulation behind it, it can make things a little harder and lead to the end of humanity, he says. Therefore, artificial intelligence will be an interesting area.

Another interesting area is of course banking. There is a lot of regulation in banking in America. These regulations are probably necessary. Because we have seen before that the regulations that Trump removed on the small banks will almost create a financial crisis in March 2023. Here, the relaxation of regulation will come in banking and especially in banking, on the acquisition, merger side, that is, mergers of companies, company acquisitions. Because there are also very strict anti-monopoly regulations there and because of this, many large companies cannot invest in new companies, cannot buy them, cannot merge, even though they have crazy amounts of money.

Sometimes it can even cause bankruptcy. Recently, an airline company requested a merger. Because the company was about to go bankrupt. Regulation did not allow it and it put the company in great danger. Therefore, these mergers are important. For example, I think banks like Morgan Stanley will come to the fore here. Because they are experts in these matters. Another ambitious area is space, which is very restricted by regulation. For example, we know that Spacex is directly fighting the regulation. It restricts the number of flights. It interferes with everything, including how they use water in the field. I think there will be a great relief on the space side. I think Donald Trump will also want to strengthen America in space as a symbol of his leadership. All space-related stocks will be excited. On Thursday, there were serious increases in companies like Rocket Lab. There will probably be a relaxation of regulation there.

Another area, of course, is crypto technologies, which many of you are interested in. The Capital Markets Board, which was previously managed by Gensler, was meddling in crypto, especially Bitcoin, in a way that exceeded its own limits and authorities. We think there will be a serious relaxation there. In fact, both Trump and Elon Musk love crypto. I think there will be a relaxation there and the entire industry will go up. For example, Coinbase made a premium of nearly 30% from the players in the sector, I think just on Thursday.

I expect a big change in the defense industry. The defense industry in America is so regulated that it has basically been handed over to five companies, and the American defense industry seems to have largely missed the artificial intelligence revolution due to the regulations. Many industry experts currently say that China's weapons are smarter. There are initiatives like Palantir that emerged in America as a reaction to this. I think their path will be very clear. I think that the regulations will shift all tenders to 5 major defense players, who mostly make mechanical weapons, tanks, rifles, and planes, and from there, they will shift to areas focused on artificial intelligence. Here are the drones that we are currently seeing in the Ukraine War, the unmanned aerial vehicles that Bayraktar was successful in, the new defense systems related to these and the integration of artificial intelligence into all of these, I think serious money will flow into the integration of data flow into this. By the way, let's not be unfair, the Democrats have always paved the way for this, but it will accelerate much more. By the way, Peter Thiel, the founder of Palantir, one of the biggest players in that sector, is a very serious Donald Trump supporter.

Another area that excites me is biotechnologies. Because many health products developed by Biotech were stuck in the incredibly long and perhaps some of them ridiculous FDA security policies and approval policies in America. I think it is possible to expect serious acceleration here. I believe that the way will be very clear for such companies, especially in areas such as gene editing. I believe that the way will be clear for us in areas such as drug development with artificial intelligence. This is also an exciting area and finally quantum technologies.

I am not sure how much regulation is preventing quantum technologies. But as you know, a scary area is the world of super powerful computers. I think that support and incentives will increase there as well. In other words, I think that technology, especially technologies that can compete with China, will have many opportunities in the coming period. Because Donald Trump sees China as his main rival. He will pave the way for this. On the other hand, of course, this contradiction comes to mind. As you know, Elon Musk is also very strong in China, he produces the best-selling cars there, I wonder if there will be a contradiction. I don't think so, Elon Musk will also play an active role in the management of relations between China and America there.

I don't know why some of us are waiting with great hope, I mean, I go to Twitter, there are many Third World War accounts, I think the possibility of this happening has become even more distant with the Trump administration. In fact, Putin said very positive things about Trump on Thursday. He said we will make peace, he said we will bring an end to the Ukraine War. In other words, I believe that they will solve this issue as well. Besides, Trump is entering this period with a very strong hand. Because inflation has almost been completely eliminated in America. Powell was quite dovish at the meeting on Thursday. I watched the meeting from beginning to end. I believed they would lower it by 25 basis points. I thought he would be dovish in his statements. And that's exactly what happened. They insistently asked Powell the following question. If Trump says go, would you go? He said no, I wouldn't. I think he is actually trying to find ways to cooperate with Trump.

Because put yourself in Powell's shoes. I think he was a successful Central Bank chairman in the final analysis. Because he brought inflation down rapidly. Although he created it himself, he did reduce it anyway and at the same time, he didn't put the American economy into recession, at least not yet. He won't want to let his legacy be spoiled. So my guess is that it will continue. He will also support Trump with a dovish policy for at least another year or two. Because at the FED meeting on Thursday, he said they defeated inflation. He said they were comfortable. He said the problems in the labor markets were temporary. He had an incredibly dovish tone and he spoke assertively about making interest rates compatible with inflation. So, interest rates will continue to fall, we understand that too.

When you put all these together, it seems like very bright days are waiting for America. Of course, there will be corrections in the market. America's debt problem is not a solved problem yet. We will experience risks from time to time regarding this. But the new America I see is trying to make peace with the world, revitalize the economy and create a Wild West within it and want to become a country where entrepreneurship and technology come to the fore again. Risks; Will Trump create inflation if he increases tariffs? Will sending back immigrants create inflation? Yes, there are risks here, but Trump is a reasonable man. I think he will manage them reasonably.

After all, he is a businessman and Elon Musk is behind him. It is very interesting that there was a photo of the Trump family on election night, all the grandchildren, their children and only Elon Musk was in that photo. I think the relationship between Elon Musk and Trump is on another level right now. Of course, where will the relationship between these two go? They are both high-ego people, we will follow up on these later. But what I see is that these two are coming together to grow America economically, grow it technologically, grow it in innovation, and to reduce or eliminate wars in the world as much as possible. At least that's my view.

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