The Next Intel? Stocks The U.S. Government Is Quietly Backing

Amazon is cited as an example of a highly diversified company that thrives due to its multiple business ventures.

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.

AMD is mentioned as a company with strong fundamentals in the AI sector, generating billions in revenue.

Nvidia is cited as an example of a company in the AI sector with strong fundamentals and billions in revenue, contrasting with speculative stocks.

USA Rare Earth's stock has surged significantly, but its domestic assets are not yet operational, leading to speculative pricing and potential for harsh punishment if setbacks occur.

USA Rare Earth (USA) is the second-largest player in domestic mine-to-magnet operations, showing strong recent stock performance but a high market cap relative to its $7 million in revenue, indicating significant hype.

Lithium Americas, despite being a Canadian company, is mentioned as a government-backed entity in the critical minerals space, positioning it for future growth.

MP Materials is a primary pick due to its role in rare earth element production, its backing from the Department of Defense, and its position as a pushback against China's dominance.

The creator regrets not investing in Intel when it was around $20, despite poor fundamentals, because the US government was investing in it, leading to significant gains.