$AI - Khanna emphasizes the need to attract global AI talent to maintain US technological leadership, with one-third of AI talent currently in China. As a member of the China Select Committee and House Armed Services Committee, he advocates for immigration reform to strengthen US AI competitiveness.
$MFG - Khanna advocates for a 'Marshall Plan for America' focused on reviving domestic manufacturing in cities like Johnstown, Warren, and Milwaukee, as part of his economic patriotism platform that includes significant government investment in advanced manufacturing.
$GOOGL - Chamath recounts how Trump intervened to reduce European regulatory pressure on Google, demonstrating the administration's supportive stance toward big tech companies.
Bearish:
$HC - Khanna warns that expiration of ACA tax credits would triple healthcare exchange costs from $7,000 to $21,000, forcing many people off exchanges and significantly impacting insurers and healthcare providers dependent on exchange volume.
$OUTSOURCE - Khanna directly criticizes IT outsourcing companies like Tata Consulting and Cognizant for gaming the H-1B visa system, advocating for bipartisan reform that would significantly impact their business models.