ACM
Aecom
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I posted a couple days ago expressing my view that money can be made by being on top of trump's agenda, policy-related news, etc. I'm not saying its easy, but I think in several instances so far this year, the "puzzle pieces" have been out there, and if you put them together, you could have positioned ahead of the news. MP was one i mentioned in my previous post but there have been others.
To get to the point... There is an "AI Action Day" event happening on Wednesday. Hosted by All-In podcast people (David Sachs) and with various tech leaders in attendance as well as Trump of course. Supposedly this will be an announcement of a larger strategy to promote US AI dominance. I would bet that there are opportunities here. Not clear if there is a home run, but I think a smart person could figure out a smart way to play this.
Unfortunately, I'm not a smart person, but maybe collectively as a group of not-smart people, we can figure out some plays here.
I can't link sources for some reason, keeps deleting my post, but you guys can google more information regarding the event if you want. TLDR It's being hosted
Technology leaders participating in the event include **Chris Power, CEO of Hadrian**; **Shyam Sankar, CTO of Palantir**; **Paul Buchheit, Partner at YCombinator; James Litinsky, CEO of MP Materials; Lisa Su, CEO of AMD.**
Additional speakers are still being confirmed.
I don't think the obvious choices are going to move much here. NVDA is already up significantly and i don't expect any announcements big enough to move a 4 trillion market cap... The easing of chip restrictions is also already priced in now. I expected this will be touched on at the event, but it's no longer news.
Spitballing but a few ideas:
I think energy will be a major focus of any strategy announcement. This is an area that is critically important for AI, and an area where the US is SIGNIFICANTLY lagging China. I'm not too sure how this could be played, but I'm considering EQT. I was looking at them last week due to the PA AI event. The stock didn't move much unfortunately, but all of nat gas seems to have struggled to close the week for whatever reason. By no means an expert here, but EQT has a major grift angle in that their CEO is closely tied to the republican party/trump.
Datacenter buildout: PWR, ACM, FLR - not really sure here. Chatgpt helped me on this one. Maybe APLD? Could be some type of policy/tax incentive to stimulate datacenter construction. not that its really needed at this point...
I'm really just spitballing and hoping to start some conversation here.

I'd add a couple more that benefited from more than just data center: Quanta Services (PWR), Eaton Corp (ETN), Aecom (ACM), Wesco International (WCC), MYR Group (MYR), Mastec Inc. (MTZ), EMCOR Group(EME), Vulcan Material (VMC).
This whole space is breaking out and getting rerated.

I posted a couple days ago expressing my view that money can be made by being on top of trump's agenda, policy-related news, etc. I'm not saying its easy, but I think in several instances so far this year, the "puzzle pieces" have been out there, and if you put them together, you could have positioned ahead of the news. MP was one i mentioned in my previous post but there have been others.
To get to the point... There is an "AI Action Day" event happening on Wednesday. Hosted by All-In podcast people (David Sachs) and with various tech leaders in attendance as well as Trump of course. Supposedly this will be an announcement of a larger strategy to promote US AI dominance. I would bet that there are opportunities here. Not clear if there is a home run, but I think a smart person could figure out a smart way to play this.
Unfortunately, I'm not a smart person, but maybe collectively as a group of not-smart people, we can figure out some plays here.
I can't link sources for some reason, keeps deleting my post, but you guys can google more information regarding the event if you want. TLDR It's being hosted
Technology leaders participating in the event include **Chris Power, CEO of Hadrian**; **Shyam Sankar, CTO of Palantir**; **Paul Buchheit, Partner at YCombinator; James Litinsky, CEO of MP Materials; Lisa Su, CEO of AMD.**
Additional speakers are still being confirmed.
I don't think the obvious choices are going to move much here. NVDA is already up significantly and i don't expect any announcements big enough to move a 4 trillion market cap... The easing of chip restrictions is also already priced in now. I expected this will be touched on at the event, but it's no longer news.
Spitballing but a few ideas:
I think energy will be a major focus of any strategy announcement. This is an area that is critically important for AI, and an area where the US is SIGNIFICANTLY lagging China. I'm not too sure how this could be played, but I'm considering EQT. I was looking at them last week due to the PA AI event. The stock didn't move much unfortunately, but all of nat gas seems to have struggled to close the week for whatever reason. By no means an expert here, but EQT has a major grift angle in that their CEO is closely tied to the republican party/trump.
Datacenter buildout: PWR, ACM, FLR - not really sure here. Chatgpt helped me on this one. Maybe APLD? Could be some type of policy/tax incentive to stimulate datacenter construction. not that its really needed at this point...
I'm really just spitballing and hoping to start some conversation here.

I'd add a couple more that benefited from more than just data center: Quanta Services (PWR), Eaton Corp (ETN), Aecom (ACM), Wesco International (WCC), MYR Group (MYR), Mastec Inc. (MTZ), EMCOR Group(EME), Vulcan Material (VMC).
This whole space is breaking out and getting rerated.