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What is the most important project in this era? Trump's "Interstellar Gateway" plan ignites the market, and these companies are likely to take off with it!
Bank of America Analyst Justin Post stated that in the short term, the Stargate project may drive positive construction in infrastructure and Datacenter, while Other long-term investment areas may include chip manufacturing, component manufacturing (packaging, memory, integrators), network infrastructure, Energy production, and power management.
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Oracle and Other AI Stocks Fall. Why Trump's $500 Billion Funding Project Isn't a Silver Bullet. -- Barrons.com
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.