This is the kind of market where you simply buy what the president tells you to:
1. Chips ： $Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$
2. AI Infrastructure : $Dell Technologies Inc.(DELL)$ $Vertiv Holdings LLC(VRT)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Hut 8 Mining Corp(HUT)$
3.Rare Earths: $USA Rare Earth Inc.(USAR)$ $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$
4.Critical Minerals: $Trilogy Metals(TMQ)$ $United States Antimony(UAMY)$ $MP Materials Corp.(MP)$ $Lithium Americas Corp.(LAC)$
5. Quantum: $IONQ Inc.(IONQ)$ $D-Wave Quantum Inc.(QBTS)$ $Rigetti Computing(RGTI)$
6.Energy : $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $FuelCell(FCEL)$ $Plug Power(PLUG)$ $Vicor(VICR)$
7.Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $Everpure(P)$ $Everspin Technologies Inc(MRAM)$
8.Space: $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$ $Firefly Aerospace Inc.(FLY)$ $Gilat Satellite Networks(GILT)$
9.Drones: $Aevex Corp.(AVEX)$ $Ondas Holdings Inc.(ONDS)$ $Unusual Machines Inc(UMAC)$
10.Nuclear: $X-Energy(XE)$ $Centrus(LEU)$ $Cameco(CCJ)$ $Oklo Inc.(OKLO)$ $Energy Fuels(UUUU)$
11.AVs & Robotics: $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$
12.Batteries: $T1 ENERGY INC(TE)$ $Electrovaya Inc.(ELVA)$ $Fluence Energy, Inc.(FLNC)$
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