These 7 Stocks Rallied More Than 200% Since Trump's Inauguration Day

Group 1: Stock Performance Highlights - Seven stocks in the Russell 1000 ETF have delivered over 200% gains since President Trump returned to the White House, reflecting trends in space, defense, AI supply constraints, precious metals, and critical minerals [1] - MP Materials Corp. has rallied 225.84% since January 20, 2025, due to increased government involvement in the rare-earth business [2] - Western Digital Corp. shares have risen nearly 245% over the past year as demand for high-capacity enterprise storage surged due to AI data centers [4] - Micron Technology Inc. shares have increased over 250% since Trump's return, benefiting from high-bandwidth memory scarcity driven by AI workloads [5] - Lumentum Holdings Inc. has soared 277% over the past year, driven by demand for high-speed optical components essential for AI data centers [6][7] - Anglo Ashanti plc shares surged more than 280% as the precious metals rally accelerated [8] Group 2: Strategic Shifts and Market Repricing - The Department of Defense is set to become MP Materials' largest shareholder, indicating a shift in perception from a cyclical materials producer to strategic infrastructure [3] - Lumentum is now viewed as an essential AI backbone play rather than a traditional networking supplier, highlighting the critical role of photonics in AI infrastructure [7]