JPMorgan’s $1.5T National Security Investment Plan
$JPMorgan Chase(JPM)$ just announced a $1.5T plan to finance U.S. national security industries across defense, energy, AI & quantum.
Here’s how to align with JPMorgan’s national security push:
• Space infra powering defense networks with $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$
• Clean on demand power for AI factories with $Bloom Energy Corp(BE)$ $Vistra Energy Corp.(VST)$ $Constellation Energy Corp(CEG)$ $NextEra(NEE)$ $Talen(TLN)$
• Next gen nuclear for America’s baseload with $Oklo Inc.(OKLO)$ $Centrus(LEU)$ $BWX Technologies Inc(BWXT)$ $Cameco(CCJ)$ $NuScale Power(SMR)$ $GE Vernova Inc.(GEV)$ $NANO Nuclear Energy Inc(NNE)$
• The core AI stack across compute, cloud & data with $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $ASML Holding NV(ASML)$ $Advanced Micro Devices(AMD)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Oracle(ORCL)$
• The intelligence layer being built through quantum & data with $Palantir Technologies Inc.(PLTR)$ $IONQ Inc.(IONQ)$ $Snowflake(SNOW)$
• Hyperscale operators building the AI grid with $NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ $Equinix(EQIX)$ $TeraWulf Inc.(WULF)$ $IREN Ltd(IREN)$ $Vertiv Holdings LLC(VRT)$ $APPLIED DIGITAL CORP(APLD)$ $CoreWeave, Inc.(CRWV)$
• Critical minerals behind chips, batteries & weapons with $MP Materials Corp.(MP)$ $United States Antimony(UAMY)$ $Idaho Strategic Resources Inc(IDR)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$ $NioCorp Developments Ltd.(NB)$ $ARECOR THERAPEUTICS PLC(AREC.UK)$ $CRITICAL METALS CORPORATION(CRML)$
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