By Sean Michael Cummings

President Donald Trump's second term could turn the tide on American manufacturing...

The lead-up to the recent U.S. election threw every market sector into uncertainty. Solar stocks, oil and gas, financials, and cryptos all had a stake in the outcome.

But the future was especially cloudy for manufacturers...

Trump's 2017 tax policies were a windfall for American manufacturing. They reduced businesses' tax rates and made it easy for manufacturers to expense things like equipment and machinery.

But it was unclear if the tax bill would be renewed, especially if Kamala Harris won the presidency in 2024.

Manufacturers faced a huge overhang as the election approached. But now that Trump's tax cuts are sure to be continued, the wind is at their backs.

That's setting up a remarkable opportunity for one business in particular. It's a company that's deeply unpopular today... And that means in a manufacturing turnaround, it's poised for some of the biggest gains.