$INFRA - US infrastructure and defense manufacturing needs massive investment to reduce China dependency and rebuild domestic production capabilities.
$GOOGL - Google has strategic advantages in AI with their own cloud infrastructure and is about to launch competitive coding products that could sweep the market.
$DEFENSETECH - Defense tech venture capital is booming with 3x more funding than last year, and the Pentagon is reforming procurement to enable startups to win big contracts.
$DRONES - Drone warfare is the future with massive deployment happening now, and the US is building an arsenal of low-cost attack drones.
Bearish:
$ANTHROPIC - Anthropic has been designated a supply chain risk by the Pentagon, alienated both political parties, and their valuation is at risk despite rapid revenue growth.
$AIMODELS - AI models are converging to similar capabilities and becoming commoditized, with costs rising faster than revenues for businesses using them.