Editor’s note: “The Elon Musk Method: Your Path to Peak Performance in 2025” was previously published with the title, “Want Unsurpassed Results in 2025? Follow Elon Musk’s Lead.” It has since been updated to include the most relevant information available.
Looking for the best stocks to buy for 2025? Here’s an idea: Follow Elon Musk.
That’s because the world’s richest man has allied himself very closely with President-elect Donald Trump. And as a result, he has been named the head of the soon-to-be Department of Government Efficiency. His sphere of influence, if you will, seems likely to grow significantly, arguably to unprecedented levels, in 2025.
What will he do with that authority?
Probably a lot. But among some of the things he’s likely to do is support the industries in which he does a lot of business.
Indeed, this appears to already be happening with Tesla (TSLA), his biggest company.
With the reveal of its Cybercab and Cybervan – the firm’s two self-driving models – Tesla has recently pivoted toward becoming an autonomous vehicle company. Now Musk’s big vision is for Tesla to operate its own fleet of robotaxis to autonomously transport folks all over the place.
And just this past weekend, reports leaked that the Trump administration is considering easing regulations on self-driving cars to make it easier for companies like Tesla to roll out such self-driving fleets.
Of course, if those regulations are reduced, we’ll see rapid growth across the whole autonomous vehicle industry, including at Tesla, Musk’s crown jewel.
And we think that is merely a microcosm of what could happen in 2025 and ‘26.
The Elon Musk Playbook for 2025
Here’s what we anticipate as Musk assumes a position of power within the next administration.
He’ll likely exert his sphere of influence to help pass legislation that benefits the various industries in which he does business. Those industries will experience rapid growth, and many of the businesses therein will see enormous success.
So… maybe the best investment strategy for 2025 is to just follow Elon Musk.
What does that strategy involve?
I like to call it the “BRAIN” plan, named after the five big industries Musk is heavily involved in:
- Biotech
- Robotics
- Autonomous Vehicles
- Interplanetary Travel
- Nuclear
Biotech
Musk’s Neuralink represents his hat in the biotech ring, if you will. The neurotechnology startup is working to create implantable devices that connect the human brain directly to computers or other external devices, enabling communication between the nervous system and digital systems.
Now, obviously, the entire biotech industry is heavily regulated, which can often stall technical progress. In 2022, for example, Musk’s Neuralink applied to begin human trials and was rejected by regulators.
But considering his closeness to President-elect Trump, it’s possible Elon Musk can exert his influence to help reduce the regulatory hurdles in the biotech world. That could very well speed the progress of industry breakthroughs – and potentially serve as a huge tailwind for biotech stocks.
That’s one reason why, among many others, we like biotech stocks for 2025.
One potential pick in that space: Tempus AI (TEM). It’s a cutting-edge company applying AI to healthcare to create a new era of personalized wellness. We think it holds a lot of potential. And if the biotech industry does catch fire in 2025, we expect TEM stock to lead the way.
Robotics
Recently, Musk has also leaned heavily into the robotics world.
I’m sure you’re aware of Optimus, Tesla’s own humanoid robot. It stole the show at the We, Robot event earlier this year. And of course, while there are certainly kinks to iron out, Musk has said that he believes Optimus will one day become the biggest part of Tesla’s business.
As of right now, robotics are still in their infancy. And one can only imagine that the deployment of a humanoid robot will face massive regulatory hurdles.
But perhaps Musk will exert his influence to reduce those barriers. If so, that could clear a path for mass robotics adoption, driving more talent and money into the industry, speeding up technical progress, and ultimately serving as a tailwind for robotics stocks.
That’s why we’re bullish on robotics stocks as well.
A high-potential pick in that space is Symbotic (SYM). The firm makes robotic systems to automate fulfillment in warehouses. And already, it’s working to automate nearly all of Walmart’s regional distribution centers in the U.S. As such, we think that stock has a bright future.
Autonomous Vehicles
We’ve already talked a bit about Musk’s involvement in the autonomous vehicle space. He is essentially betting Tesla’s whole future on autonomy. Therefore, it seems the billionaire has a huge financial incentive to help make self-driving cars a widespread reality across America.
Tesla stock is an attractive option in this space. But our favorite pick may be Aurora (AUR), an autonomous trucking startup set to launch America’s first completely self-driving truck in just a few months. Plus, just this past week, the company announced a big partnership with Nvidia (NVDA) to help accelerate its autonomous ambitions. Very promising developments there!
Interplanetary Travel
And then there’s interplanetary travel – or, more broadly, the space economy. Of course, considering SpaceX is his second-largest company, Elon Musk is very much involved in this sector as well.
We think it’s entirely possible that over the next few years, we see a push to increasingly privatize space travel and exploration. In turn, that could lead to an increasing number of space business contracts for companies like SpaceX, Rocket Lab (RKLB), Planet Labs (PL), AST SpaceMobile (ASTS), and more.
Those space stocks could see huge success in 2025.
Nuclear
Last but certainly not least on this list is nuclear power. It has emerged as a favorite energy source among Big Tech firms to fuel their energy-intensive AI data centers.
Now, Elon Musk is not directly involved with any nuclear energy company. But he is involved with creating massive AI data centers, which require a ton of energy to run. Not to mention, he has previously said that shutting down nuclear plants is “total madness” and that modern nuclear power plants are “extremely safe.” He has also claimed that he is a “believer in nuclear fission.”
So, from the looks of it, Musk is pro-nuclear. Nuclear energy, of course, is subject to massive regulations. For example, just a few months ago, the Federal Energy Regulatory Commission rejected a proposal from Amazon (AMZN) to secure more power for one of its major data centers from a nearby nuclear energy plant.
Collectively, Musk and Trump could reduce those regulations, allowing for more nuclear energy plant construction and power generation. That would, obviously, provide a huge boost to nuclear energy stocks like Constellation Energy (CEG) and Vistra (VST).
The Final Word on BRAIN: the Musk Method
There are many ways to score big in the stock market, especially during an era of technological progress, like the one we find ourselves in today.
But considering Elon Musk’s ties to the incoming administration, perhaps the best investment strategy for 2025 is to just follow the BRAIN. Invest in biotech, robotics, autonomous vehicles, interplanetary travel, and nuclear energy – the five industries providing Musk the most incentive to boost through political means.
Though, potentially the best way to invest in Elon’s BRAIN this year is to invest in xAI, his own AI startup.
That firm appears to be gaining a lot of traction right now. And we think it has a lot of potential – especially now that Musk is honorary “First Buddy.”
Now, it isn’t yet a publicly traded stock. But we’ve found a promising ‘backdoor’ way to invest in this probable winner.
Learn all about this lesser-known investment opportunity.
On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.
P.S. You can stay up to speed with Luke’s latest market analysis by reading our Daily Notes! Check out the latest issue on your Innovation Investor or Early Stage Investor subscriber site.
