Episode Details
| Title | Winning the AI Race Part 5: President Trump on the AI Action Plan |
|---|---|
| Date | 7/24/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $ENERGY - Trump advocates for expanding all forms of energy production, including traditional fossil fuels, as part of his energy policy.
- “We're unleashing all forms of energy, including natural gas, oil, and clean, beautiful coal.” - Donald (36:30)
- 🟢 $AI - 🔒
- 🟢 $NUCLEAR - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $USTECH - 🔒
- 🟢 $DATACTR - 🔒
Bearish:
- 🔻 $WOKE - 🔒