No qualifying author-owned investment thesis was confirmed in this post.
The author poses a rhetorical question rather than expressing a definitive investment judgment or providing a specific fundamental rationale for the listed assets.
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and their prices dropped because of the uncertainty of the end result, wouldn't it be smart to invest in companies that will benefit directly from those billions . Companies like SMCI, AMD, MU, VRT, LRCX, KLA, CRW etc. hell even Oracle?