12 U.S. Tech and Defense Stocks Positioned for the AI Infrastructure Boom

1 year ago, Trump bought $Intel(INTC)$ at $20 and now its going to $200+ by year end.

INTC was losing $1 billion per quarter, but now they partnered with $Apple(AAPL)$

Here's Trumps 12 favorite stocks to buy:

1. $Dell Technologies Inc.(DELL)$

— Buy Zone: $180–$200

AI server demand exploding. Dell powers enterprise AI infrastructure, government compute, and sovereign cloud expansion.

2. $Cisco(CSCO)$

— Buy Zone: $75–$80

Critical networking backbone for AI data centers, cybersecurity, government infrastructure, and enterprise communications dominance.

3. $Nokia Oyj(NOK)$

— Buy Zone: $8–$9

5G infrastructure, secure telecom networks, and Western alternatives to Chinese communications equipment are strategic priorities.

4. $Tesla Motors(TSLA)$

— Buy Zone: $360–$370

American robotics, autonomous AI, energy storage, and manufacturing leadership all tied into one company.

5. $AST SpaceMobile, Inc.(ASTS)$

— Buy Zone: $50–$60

Space-based cellular infrastructure could become critical American communications and defense technology.

6. $IONQ Inc.(IONQ)$

— Buy Zone: $25–$35

Quantum computing race versus China. Massive long-term implications for cybersecurity, military, and AI acceleration.

7. $Lockheed Martin(LMT)$

— Buy Zone: $420–$440

Defense AI, missile systems, aerospace dominance, and military infrastructure remain core U.S. strategic priorities.

8. $NVIDIA(NVDA)$

— Buy Zone: $160–$170

AI compute king powering American hyperscaler leadership.

9. $Palantir Technologies Inc.(PLTR)$

— Buy Zone: $110–$120

Government AI operating system deeply connected with defense and intelligence growth.

10. $Oracle(ORCL)$

— Buy Zone: $130–$140

Sovereign cloud and national AI infrastructure expansion accelerating globally.

11. $Advanced Micro Devices(AMD)$

— Buy Zone: $132–$148

Critical US AI chip competitor helping reduce dependence on foreign manufacturing.

12. $Rocket Lab USA, Inc.(RKLB)$

— Buy Zone: $19–$24

Space and defense infrastructure becoming increasingly important for national security dominance.

Remember, Trump is investing back into US companies for dominance. For DELL, I'd add Dec 2028 $350 calls (for a buy and hold play).

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