The $500B AI Infrastructure 'Stargate' initiative is just the start of what I expect will be a series of major investments under Trump's presidency -- here are some of the key beneficiaries of projects like this 🧐• $NVIDIA(NVDA)$ -- The Brain Driving AI Acceleration• $Tesla Motors(TSLA)$ -- The Visionary Powering AI with Sustainable Energy• $Oracle(ORCL)$ -- The Architect of Enterprise AI Solutions• $Broadcom(AVGO)$ -- The Engine Connecting AI Networks• $Advanced Micro Devices(AMD)$ -- The Challenger Fueling Versatile AI Compute• $Intel(INTC

$Tempus AI(TEM)$ Precision Medicine Leadership• Unmatched Data Scale: Tempus AI boasts over 50 petabytes of clinical & molecular data -- an unrivaled foundation in precision medicine.• Broad Adoption & Impact: Trusted by 50% of top U.S. cancer centers & processing 30K genomic tests monthly at a 98% accuracy rate -- Tempus has supported over 3M patients with personalized care.• Pharma Reliance: Over 80% of the world’s top 20 pharmaceutical companies depend on Tempus AI for breakthroughs in drug discovery, clinical trials & real-world evidence.AI-Driven Insights Beyond Oncology• Broader Applications: Tempus is actively involved in 200+ projects across cardiology & neurology -- significantly expanding its TAM. • Rare Disease Innova

1.AI’s current focus on infrastructure, highlighted by the $500B Stargate initiative, is essential groundwork. However, the true crown jewel of this era lies in software applications where AI meets permanence.Stage 2 AI winners: $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ , $Snowflake(SNOW)$ , $MongoDB Inc.(MDB)$ , $Cloudflare, Inc.(NET)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Datadog(DDOG)$ Image2.I'm receiving a ton of questions from subscribers about why

$Snowflake(SNOW)$ $Palantir Technologies Inc.(PLTR)$ The AI industry is about to go through a difficult period in 2025, teetering between potential and practicality. Foundation models, once heralded as the limitless engines of progress, are now straining under the weight of their own ambition. The cost of squeezing incremental gains from these models has begun to outpace the benefits, a tipping point that forces the industry to rethink its trajectory. Brute-force scaling is no longer the answer. Instead, the focus has shifted to precision, efficiency, and innovation -- and this is where Palantir and Snowflake step into the spotlight.At the heart of this transformation is Retrieval-Augmented Generation (RA