2026 US Stock Market Gold Rush: Stop focusing only on NVIDIA, the real dividends are in policy relaxation

If you're still going through financial reports line by line and nitpicking EPS details, you're probably already a step behind.

The core logic of this round is actually very simple: where policies loosen, money will flow.

Over the past year (2025), the White House has taken continuous action, not for short-term stimulus, but to directly remove the regulatory ceilings for three industries:

Nuclear energy, space, and real estate.

This isn't sector rotation; it's a mid-term structural shift.

☢️ Nuclear Energy: Not a Revival, but "Forced Acceleration"

The market's past reluctance to touch nuclear energy was never a technical issue but due to slow approvals that capital couldn't wait for.

The multiple nuclear executive orders in 2025 essentially did one thing:

👉 Turn "indefinite waiting" into "a clear deadline."

Nuclear plant life extension approvals are now required within a year;

New reactor project processes have been compressed;

Advanced reactor demonstrations are directly scheduled.

This means that once approval cycles shorten, the financial model for nuclear power will completely change.

More critically, the power demand from AI data centers has escalated from a commercial issue to a national infrastructure concern.

In this context, stable, controllable, weather-independent power will be repriced.

Nuclear energy is essentially the "fuel tank" for AI.

🚀 Space: Only When Regulations Loosen Does the Business Logic Truly Hold

The biggest bottleneck in commercial space has never been demand but regulations capping speed.

The policy stance in 2025 is very clear: cut all possible regulations, and fast-track approvals without delay.

Launch permit processes have been simplified,

Environmental assessment restrictions for commercial launches have significantly relaxed,

Relevant agencies have been elevated in management, aiming directly at increased launch frequency.

This means the space race is transitioning from

"The stage of raising funds with PPTs,"

to

"The stage of competing on execution and scale."

As launch costs decline, the margin structures in satellite constellations, in-orbit services, and space manufacturing are undergoing substantive changes.

If you still see space as just "storytelling," you might be underestimating it.

🏠 Real Estate: Not a Surge, but a "Thaw"

For 2026 real estate, the keyword isn't takeoff but thaw.

With inflation receding and interest rates declining, 30-year mortgages are returning to a range where first-time buyers can recalculate—this in itself is a signal.

Transaction volumes and construction starts are poised for recovery;

But the opportunity isn't in betting on housing prices but in developers and construction firms with land, execution capability, and rapid scaling potential.

🎯 Final Words

The main theme for 2026 isn't betting on a single stock but seizing one word: deregulation.

Nuclear energy is the energy foundation of the computing era;

Space is the extension of the next round of infrastructure;

Real estate is the buffer in a rate-cutting cycle.

The time truly worth doing homework is always during the phase when "it doesn't seem to have fully taken off yet."

Tell me in the comments which sector you most want to hear about, and I'll prioritize the one with the most likes.

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