$NVIDIA(NVDA)$ $NEBIUS(NBIS)$

$NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ The U.S. has never seen a boom like the AI boom before. The global economy has no real experience with so much money being invested in just a single country at such speed and scale. The AI boom is happening at lightning speed. It took four decades from the opening of America's railroads to the completion of the first transcontinental railroad in 1869, a slow process with plenty of time for entrepreneurs to figure out their business models and for banks to adjust. By contrast, the AI boom is happening within 5-10 years.

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