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Likes ReceivedInvestment opportunities from the White House's 'Genesis Plan' on November 24
The White House has just released the "Genesis Plan" aimed at building sovereign AI.
This "Genesis Plan" is a shot in the arm by the U.S. government to prevent the AI industry from crashing. Funds will flow from "software applications (Chatbot)" to "hardcore tech (energy, quantum, military AI)."
Keep an eye on the market to see if capital starts flowing into these "Genesis concept stocks" in the next two days!
Weren’t we just talking about the potential bubble burst in AI (Nvidia’s earnings doubts, Kimi K2’s cutthroat pricing)? The market is panicking, and now the Trump administration has played this card—"The Genesis Mission"—because it’s an ambulance loaded with cash!
Just as the market crashes due to AI monetization difficulties, the U.S. government declares: "If private companies can’t afford AI chips, no problem—the U.S. government will buy them!"
Let’s see how this executive order changes the pessimistic outlook we’ve been discussing:
What is the "Genesis Plan"?
Simply put, it’s the AI version of the "Manhattan Project."
Core goal: Use AI to accelerate scientific discovery (biotech, new materials, nuclear energy, space).
Execution units: Department of Energy (DOE) and National Labs.
Integrate all federal supercomputers and data to build a "closed-loop AI experimental platform." The U.S. government is shifting from "commercial AI" (chatbots) to "sovereign AI" (national security and scientific dominance).
Why is this a "super bullish" move?
It solves the two biggest concerns we had earlier:
Demand issue: We were worried that $Microsoft(MSFT.US)$Alphabet - C(GOOG.US) couldn’t afford chips. Now? The U.S. government is stepping in! The DOE will buy H100/Blackwell chips to upgrade national labs. Government demand is proactive and doesn’t need to consider ROI.
Energy issue: The document explicitly mentions accelerating "nuclear fission and fusion." This is essentially a blank check for nuclear energy stocks.
Directly Benefited Sectors and Stocks
This executive order directly names several industries. Check your holdings against these:
A. Nuclear Energy & Power
The document states: "Use AI to ensure energy dominance."
Your holdings: $NuScale Power(SMR.US) 5.19%↑ (NuScale). Hold tight! National labs running AI need massive, stable power. #SMR (small modular reactors) are the future. This executive order is essentially an SMR endorsement.
Others to watch: $Constellation Energy(CEG.US) 4.52%↑, $Oklo(OKLO.US) 0.07%↑, $Vistra(VST.US) 3.03%↑. These power companies are now national strategic assets. Also watch #LEU, #CCJ, #NEE. Consider ETFs if unsure ($VanEck Uranium + Nuclear Energy ETF(NLR.US)$Range Nuclear Renaissance ETF(NUKZ.US)).
B. Quantum Computing (Quantum Leap)
The document prioritizes "Quantum Information Science."
Watch: $IBM(IBM.US) 2.00%↑, $Alphabet - C(GOOG.US) 2.68%↑, $Rigetti Computing(RGTI.US) 12.19%↑ (Rigetti), $Quantum Computing(QUBT.US) 12.51%↑ (Quantum Computing Inc).
Traditional chips have limits. For scientific breakthroughs, quantum computing is the next arms race.
C. National Data & AI Integration (The Integrators)
Who gets to handle classified data for the U.S. government?
Watch: $Palantir Tech(PLTR.US) 3.10%↑ (Palantir).
Though unnamed, Palantir is the go-to software vendor for the DoD and DOE. For integrating "federal data" and "AI models," Palantir is the only company Trump would trust. This is a lifeline for your PLTR bags.
D. $Tesla(TSLA.US) and $Ondas(ONDS.US)
TSLA 3.93%↑ (Tesla): Musk is definitely involved in Trump’s order. Tesla’s Dojo supercomputer and Optimus robots (for lab automation) may join the supply chain.
ONDS 29.13%↑: If "critical infrastructure" monitoring (drone grid inspections) is involved, #ONDS could benefit, though less directly than nuclear.
Some Suggestions
Consider holding #SMR: This document is its talisman. Wait a quarter for management details.
Reassess #PLTR: If the news sparks "government AI" hype, your bags may fly again. Consider adding on dips (right-side trading).
The market is pivoting from "Silicon Valley’s AI bubble" to "America’s AI arms race."
White House document: Launching the Genesis Mission – The White House
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