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		bfrog 5 days ago \| parent \| context \| favorite \| on: Stargate Project: SoftBank, OpenAI, Oracle, MGX to... So tsmc and nvidia basically then?

bloomingkales 5 days ago [–]

Broadcom, Intel, AMD, Qualcomm, ARM, and Tesla.

Someone else will have to fill in the stocks for:

AI robotics:

Data Center energy:

We all know the cloud/software picks.

What am I missing?

steveoscaro 5 days ago | [–]

Mark Tesla under the AI robotics category too.

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