AI sector chance
Let's talk about the opportunities in the AI Action Plan.
On July 23, the White House released an AI action plan aimed at strengthening its leading position in AI competition. This can serve as the main thread of AI-related policies during Trump's tenure. The release of the plan is a positive for the entire AI sector. I believe the companies that will benefit the most fall into three categories: AI infrastructure: represented by NVDA for hardware and ORCL for data center infrastructure, as well as energy-related stocks like OKLO, which will also see opportunities. It is predicted that special treasury bonds will be used to boost AI infrastructure capacity...
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