Sandra Nehemiah
01-22 12:09

$NVIDIA(NVDA)$ The $500B+ Stargate project is set to revolutionize U.S. infrastructure over the next 4 years and spark a surge across major tech and semiconductor stocks. Who stands to benefit? My top picks are $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ $ARM Holdings(ARM)$ $Oracle(ORCL)$ $Microsoft(MSFT)$ $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$. As the leader in AI GPUs, demand for NVDA accelerators could surge with large-scale AI infrastructure expansion. Can’t go wrong with buy and hold DCA on dips long term

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