Amazon is cited as an example of a highly diversified company that thrives due to its multiple business ventures.
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The Next Intel? Stocks The U.S. Government Is Quietly Backing
May 26, 2026
The creator discusses how US government investment can significantly impact stock prices, using Intel as a past example. He highlights MP Materials and Lithium Americas as current examples of companies receiving government backing in strategic industries like rare earth elements and critical minerals, suggesting these could be future growth opportunities.
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Microsoft is highlighted as a diversified company that benefits from having multiple business lines.
IBM is a well-established tech conglomerate with a strong position in quantum computing through its Qiskit ecosystem and government funding, offering a stable, albeit less explosive, growth opportunity.
D-Wave (QBTS) is a speculative quantum computing company with significant revenue growth potential from a new university agreement, but faces risks due to high cash burn.
Regetti Computing (RGTI) is a highly speculative, vertically integrated quantum computing company receiving significant government funding, but its current revenue is low and valuation is high.
The creator is bullish on Texas Instruments, preferring it over Global Foundries due to its business model and perceived value.
Global Foundries (GFS) is a strategically important domestic chip manufacturer receiving significant government funding, but its current valuation and focus on industrial chips make the creator lukewarm on its prospects.
Taiwan Semiconductor Manufacturing Company (TSM) is crucial for advanced AI chips, and its concentration in Taiwan presents a national security risk due to geopolitical tensions.
Lamb Research is mentioned as a company in the AI sector with strong fundamentals and billions in revenue.
ASML is cited as an example of a company in the AI sector with strong fundamentals and billions in revenue.
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TXNbuy opened May 26, 2026
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