Group 1: Cannabis Industry - MSOX, which aims for 2x daily returns of the AdvisorShares Pure US Cannabis ETF, achieved a ~94% weekly return due to anticipation of a major policy change regarding marijuana reclassification by President Trump [1] Group 2: Natural Gas Market - KOLD, providing daily inverse leveraged exposure to natural gas, returned over 52% last week as U.S. natural gas prices fell due to milder winter weather forecasts and high production levels [2] Group 3: Gold Mining Sector - GDXU, a leveraged equity fund for gold miners, returned over 17% last week, driven by a 0.25% Federal Reserve rate cut and strong central bank purchasing [3] - JNUG, which seeks to return 200% of the daily performance of the MVIS Global Junior Gold Miners Index, ranked fourth with a ~14% return [4] - NUGT, aiming for 200% of the NYSE Arca Gold Miners Index performance, also benefited from optimistic financial forecasts and strong central bank buying [5] Group 4: Banking Sector - DPST, providing 3x leveraged exposure to U.S. regional banking stocks, performed well following the Fed's quarter-point rate cut and anticipated balance sheet expansion [6] Group 5: Aerospace & Defense Industry - DFEN, which aims to triple the daily return of defense industry stocks, saw strong performance due to robust Q3 earnings from major companies and positive investor sentiment regarding proposed defense budgets for FY2026 [7] Group 6: Silver Market - AGQ, offering 2x daily long leverage to silver bullion, returned ~10%+ last week, driven by tightening inventories and sustained industrial demand [8] Group 7: Pharmaceutical Sector - PILL ETF, tracking pharmaceutical companies, returned over 9% last week, supported by reduced policy uncertainty and strong growth potential in innovative therapies [9] Group 8: Semiconductor Industry - SOXS, which inversely tracks the PHLX Semiconductor Index, achieved ~9%+ returns due to investor caution regarding valuations in AI-linked stocks following a drop in Broadcom's stock [10]

Group 1: Electric Vehicle Market Dynamics - President Trump's decision to end the federal electric vehicle tax credit on September 30 was expected to benefit the oil industry due to reduced incentives for EV adoption [1] - Gene Munster from Deepwater Asset Management suggests that EV manufacturers like Tesla may actually benefit from anti-EV measures, as it could hinder legacy automakers from transitioning to electric vehicles [2] - Despite these expectations, Tesla's stock has only seen marginal gains year-to-date, with a nearly 10% decline in the past month [3] Group 2: Oil Market Reactions - The light crude oil market has experienced a decline of approximately 4.47% since the end of September, indicating that the oil market has not significantly benefited from the end of the EV tax credit [3] - The Trump administration's policies have had mixed results, with gasoline prices reaching $2 a gallon in some markets, but this may be more due to OPEC+ price strategies rather than direct actions by the administration [4] - Recent U.S. sanctions on Russia's largest oil companies have provided a temporary boost to energy markets, suggesting that geopolitical factors could influence oil prices positively [5] Group 3: Investment Opportunities in ETFs - Direxion offers two ETFs for traders looking to speculate on oil: the GUSH ETF, which aims for 200% of the performance of the S&P Oil & Gas Exploration & Production Index, and the DRIP ETF, which seeks 200% of the inverse performance [6][7] - The GUSH ETF has lost about 14% since the start of the year but is up roughly 9% over the past six months, with recent price action indicating a sideways consolidation phase [10] - The DRIP ETF has dropped more than 22% since January, with a partial recovery in the last six months, and has shown rising volume levels, suggesting a potential shift in market sentiment [12]