PRESIDENT TRUMP'S AI ACTION PLAN COULD UNLEASH A MASSIVE INFRASTRUCTURE BOOM

ShayBoloor
07-28

This plan is built around three pillars: domestic compute, energy independence & data sovereignty -- and it could trigger one of the biggest industrial buildouts of our time.

Here’s where the capital could flow:

• Chipmaking: $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ , $Broadcom(AVGO)$ , $Marvell Technology(MRVL)$ , $Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $Astera Labs, Inc.(ALAB)$ $Cisco(CSCO)$ $Arista Networks(ANET)$

• Power: $Vistra Energy Corp.(VST)$ , $Constellation Energy Corp(CEG)$ , $Talen(TLN)$ , $Public Service Enterprise Group Inc(PEG)$

• Nuclear: $Oklo Inc.(OKLO)$ , $GE Vernova Inc.(GEV)$, $BWX Technologies Inc(BWXT)$ , $NANO Nuclear Energy Inc(NNE)$ , $NuScale Power(SMR)$

• AI Cloud Infra: $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ $NEBIUS(NBIS)$ , $DigitalOcean Holdings, Inc.(DOCN)$ ,$Vertiv Holdings LLC(VRT)$

• AI Data & Enterprise Stack: $Palantir Technologies Inc.(PLTR)$ , $Oracle(ORCL)$ , $ServiceNow(NOW)$ , $Cloudflare, Inc.(NET)$ , $IBM(IBM)$ , $Snowflake(SNOW)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palo Alto Networks(PANW)$ , $Zscaler Inc.(ZS)$ , $MongoDB Inc.(MDB)$

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Comments

  • 云大烨
    07-30
    云大烨
    这篇文章不错，转发给大家看看
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