Trump is shouting, the U.S. government directly invests in #AI companies, this is an important signal of market reversal on Monday!🧐

This is essentially the same as the Cold War era nuclear weapons and space race. Today's AI is the nuclear weapon of the new era. Whoever masters computing power will hold the future's discourse power.

We have screened 10 companies with the greatest potential, among which 3 are in my personal portfolio, 👇 here is a detailed introduction:

🧐 First, let's talk about my screening logic:

1. Strategic irreplaceability: mastering core computing power, models, or infrastructure.

2. Direct relation to Chinese competition: can go toe-to-toe with DeepSeek, Huawei, etc., in the AI arms race.

3. Data and security sensitivity: involves national defense, intelligence, and critical infrastructure, which the government cannot do without.

4. Already bound to the government: either already a government supplier or the owner has a close relationship with Trump.

🎯 Top 10 possible companies ranked by probability:

🥇 NVIDIA ( $NVDA) selection probability: ★★★★★

There’s nothing more to say, the faucet of the AI arms race, no one can go around it.

Core logic:

• The only faucet in the entire AI arms race, training ChatGPT, Grok, Claude all rely on NVIDIA's computing power.

• Export controls have tightly bound NVIDIA to national strategy, restricting H20 exports essentially uses NVIDIA as a diplomatic weapon by the government.

• Jensen Huang has attended White House meetings multiple times, NVIDIA is a core supplier for the Stargate project.

• With a market value of 4.96 trillion, even a 1% stake by the government is a signal of national endorsement.

Barriers to China: CUDA ecosystem locked for 10 years, migration costs for developers are extremely high; CoWoS advanced packaging monopoly by TSMC; Huawei's 910C still lags 2-3 generations behind NVLink in data center cluster interconnections.

🥈 Palantir ( $PLTR) selection probability: ★★★★★

This company is naturally built to work for the government, with over 50% of revenue from this sector.

Core logic:

• Revenue structure naturally aligns: by 2025, the U.S. government is expected to account for about 55% of revenues, with DOD (Department of Defense) being the largest customer.

• CEO Alex Karp publicly supports Trump’s hard stance against China, and the company culture is extremely pro-government.

• AI target recognition system validated on the Ukrainian battlefield is a core platform for U.S. military AI integration.

• AIP platform has begun weaponizing AI decision-making processes, forming the infrastructure for the next generation of warfare.

Barriers to China: Government security certification barriers (FedRAMP High, IL6), these certifications can take years to obtain and must have government trust endorsements. Core algorithms deeply integrated with government data are nearly irreplaceable. This cannot just be matched by spending money.

🥉 Microsoft ( $MSFT) selection probability: ★★★★☆

Microsoft is the largest single external shareholder of OpenAI, holding 27%, if the government invests in OpenAI, it’s equivalent to indirectly giving a vote of confidence to Microsoft's AI layout.

Core logic:

• Largest shareholder of OpenAI, government investment in OpenAI is equivalent to indirect recognition of MSFT’s AI strategy.

• Azure is one of the largest cloud service providers to the U.S. government (still a core supplier after JEDI contract disputes).

• GitHub Copilot has penetrated the global developer ecosystem, establishing a factual standard for AI code infrastructure.

• Microsoft has deep-rooted historical ties to the White House, and Brad Smith is one of the most active tech lobbyists in DC.

Barriers to China: Migrating the Office/Azure enterprise ecosystem is extremely costly; OpenAI models have a strong moat on the enterprise side that cannot be breached in the short term.

4️⃣Meta ( $META) selection probability: ★★★★☆

By 2025, Zuckerberg has fully aligned with the Trump administration, canceling fact-checking, attending the inauguration, and making donations, making his stance very clear.

Core logic:

• The Llama open-source strategy directly strikes at the Chinese AI ecosystem, offering free open-source solutions that prevent Chinese companies from establishing a commercial moat.

• Meta has the largest social data set in the world, making its data advantage in training multimodal models unmatched.

• AI glasses + AR are the next human-computer interaction entry points, with strategic value underrated.

Barriers to China: The Facebook network is banned in China, which naturally isolates data sovereignty; Llama's penetration in the Western developer community makes it difficult for China to compete through open source.

5️⃣Google ( $GOOGL) selection probability: ★★★★☆

Don’t just look at the search, they hold the fundamental keys to AI.

Core logic:

• Inventor of the Transformer architecture, all large models stand on Google’s shoulders.

• The self-developed TPU chip has already evolved to the sixth generation, being the only self-developed computing power capable of competing with NVIDIA.

• Breakthroughs by DeepMind in AlphaFold and AlphaGo prove Google is a true leader in AI research.

• The newly released quantum computing Willow chip stunned the world, indicating a positioning battle for next-generation computing.

Barriers to China: Google has the world's number one AI talent reserve, just the number of AI papers published surpasses all competitors. The TPU-supported JAX framework and TensorFlow ecosystem cannot be built by China in the short term. More crucially, the quantity and quality of training data that Google possesses is a moat that no country can replicate.

6️⃣Oracle ( $ORCL) selection probability: ★★★★☆

TikTok data hosting is the most direct political bargaining chip. Larry Ellison has a close personal relationship with Trump and has attended White House events multiple times, solidifying this connection.

Core logic:

• OCI is a core cloud infrastructure partner for the Stargate project (alongside Microsoft and Google).

• Medical data (Cerner) + government databases are strategic assets for AI training.

Ellison himself is a key member of Trump's AI advisory circle.

Barriers to China: Oracle DB has been accumulated in the global enterprise market for 20 years; government database replacement cycles last over 10 years, making it very difficult to replace.

7️⃣AMD ( $AMD) selection probability: ★★★☆☆

NVIDIA's second brother, a strategic backup to break NVIDIA's monopoly.

Core logic:

• The government cannot bet solely on NVIDIA; there must be a Plan B, and AMD is the opportunity to become that backup.

• MI300X has begun large-scale deployment in AI training for Microsoft Azure and Meta, proving the technology is effective.

• Trump is pushing for antitrust measures, the government is uneasy with NVIDIA's dominance, and AMD is a suitable balancing piece.

• After acquiring Xilinx, the combination of data center FPGA + GPU proves to be more power-efficient than NVIDIA in inference scenarios.

Barriers to China: MI300 series chips are also subject to export controls, but AMD's EPYC server chips in the CPU market have already caused Intel serious trouble, proving its hard strength. The ROCm software stack continues to catch up with CUDA.

8️⃣Broadcom ( $AVGO) selection probability: ★★★☆☆

This company is very low-profile, but AI data centers cannot do without it.

Core logic:

• Broadcom holds over 60% market share in network switch chips for data centers, all AI cluster communication relies on it.

• Google TPU, Amazon Trainium, and other self-developed AI chips all have their underlying ASIC designs manufactured by Broadcom.

• After acquiring VMware, the combination of cloud infrastructure software + AI chip hardware formed a closed loop.

• It has deeply bound strategic supplier relationships with giants like Apple and Google.

Barriers to China: High-speed SerDes technology (112G transmission per second) and switch chip design capabilities are based on over a decade of technological accumulation. Huawei's HiSilicon is also working on this, but the yield and stability differences are significant. More importantly, Broadcom controls the "highway" of AI data centers; if this route is severed, no matter how strong the computing power is, a cluster cannot be formed.

9️⃣Crowdstrike ( $CRWD) selection probability: ★★★☆☆

Network security will become increasingly important in the AI era!

Core logic:

• Behind the AI arms race is cyber warfare, and Crowdstrike is a core supplier for U.S. government cyber defense.

• The Falcon platform uses AI to detect threats, handling trillions of security events daily, making this data volume itself a barrier.

• Last July's global outage, though a dark history, actually proved the terrifying penetration of Crowdstrike in global IT infrastructure.

• Deep integration with Microsoft and AWS makes cloud security almost a standard.

Barriers to China: The threat intelligence database covers over 200 countries globally, and this operational data cannot be accessed by China. More critically, the U.S. government's security certification system (FedRAMP, StateRAMP) makes it nearly impossible for Chinese companies to get in. In the AI era, security threats escalate to national-level confrontations, and Crowdstrike is America's digital Great Wall.

🔟ServiceNow ( $NOW) selection probability: ★★☆☆☆

This company may not be well-known, but it is becoming the operating system for enterprise AI.

Core logic:

• 95% of the Fortune 500 companies in the U.S. use ServiceNow for IT operations and workflow management.

• The newly launched Now Assist AI combines enterprise process automation with large models, representing a true AI application scenario.

• Clients in government departments include the Department of Defense and the Department of Homeland Security, making IT modernization within the federal government reliant on it.

• There are deep collaborations with Microsoft and NVIDIA, placing ServiceNow precisely in the AI Agent direction.

Barriers to China: Enterprise-level SaaS is not just a technological barrier, but a barrier of data and processes. ServiceNow has accumulated 20 years of workflow data within U.S. enterprises, and AI Agents trained with this data cannot be replicated, even if Chinese companies copy the code. More crucially, as the U.S. government pushes AI into government departments, ServiceNow is the ready-made pipeline.

Currently, I personally hold 3 AI application companies, #NOW $CRWD $PLTR, which are relatively small-cap stocks with high selection probabilities, and I am very optimistic about #AI applications in the long run!

Currently, these 10 core AI companies are all available on #MSX, and if you are still restricted by the inconvenience of opening a U.S. stock account domestically, you can try using U for trading U.S. stocks for a smooth experience. I personally use the #RWA U.S. stock tokenization platform #MSX to participate in the U.S. stock market: http://msx.com/?code=Vu2v44

Early fans and partners of U.S. stock investment can message me privately; after filling out the form, you can enter the U.S. stock discussion and exploration community for free (limited to 10 people per week, assistant review may take a little time, thank you 🙏)!

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