$Micron Technology(MU)$  

$Tesla Motors(TSLA)$  

The following key breakthroughs and use cases excite me personally: (1) Agentic AI to move beyond simple generation to autonomous reasoning &  execution (2) Becoming more energy efficient (3) Massive context inference through new chips like the Rubin CPX (4) Physical AI & robotics. As to supply chain impact of Rubin & Feynman, key points to note would be Next-Gen memory & infrastructure shift vide move to high-density, liquid-cooled environments, forcing data centre operators to redesign facilities years in advance. New chip releases & the exoected market rally would depend on whether $NVIDIA(NVDA)$  demonstrates sustained demand and clear roadmaps for the post Feynman era.