To The Moon

I am absolutely bullish on the prospect of the "Genesis Mission" and the deliberate push to loosen AI regulation. History shows that regulatory clarity and reduced friction are massive accelerators for any new technology. By proposing a unified federal approval process and actively discouraging restrictive state-level laws, the administration is clearing the main roadblock—fragmentation—that could otherwise paralyze innovation and investment. I view this as a decisive, 'Manhattan Project' style commitment to technological superiority, which is precisely what's needed to secure America's lead in the global AI race and spark a powerful, sustained tech boom, not a fleeting bubble.

The idea that deregulation will simply "inflate a bubble" is, I believe, short-sighted. True, the market is hot, but the underlying technology is genuinely transformative, boosting productivity across every sector, from drug discovery to energy efficiency. This is a fundamental structural shift, not a speculative fad. Loosening the reins, especially by encouraging public-private collaboration through national laboratories, will pour resources directly into foundational research, making AI models cheaper, faster, and more accessible. This will drive real, non-speculative revenue growth and productivity gains that can sustain the current valuations and, in my opinion, justify even higher ones.

Regarding which stocks will benefit, I'm bullish on both, but I see chipmakers as the initial, undisputed winners. Companies like Nvidia $NVIDIA Corp(NVDA)$  and AMD $Advanced Micro Devices(AMD)$   are the foundational infrastructure layer; their GPUs are the "oil" that powers the entire AI industry, and demand is insatiable. The Genesis Mission's focus on national labs and public-private partnerships will funnel even more capital into high-performance compute, ensuring massive, immediate, and high-margin revenue for these hardware giants as they continue to lead the development of specialized AI chips. They are the essential tax collectors on every other company's AI ambition.

However, the longer-term play, which will eventually overtake the hardware play, is with the SaaS and software companies. As compute becomes more abundant and unified regulatory standards lower the barrier to entry, these firms will be unleashed to deploy AI-driven solutions across every enterprise. They will generate the truly staggering revenue from the application layer—the final, high-value products that actually capture productivity gains. Companies like Microsoft $Microsoft(MSFT)$  , Alphabet $Alphabet(GOOGL)$  , and countless specialized AI/ML platforms stand to benefit immensely as the government's efforts turbocharge the adoption and commercialization of AI in every corner of the economy. This is a massive tailwind for sustained, long-term growth.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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