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Tesla Option10 Ways to Leverage the Genesis Mission
President Trump's "Genesis Project" positions artificial intelligence as a Manhattan Project-level effort, aiming to integrate federal data, Department of Energy supercomputers, and private laboratories into a national AI platform.
1. $Palantir Tech(PLTR.US) transforms AI outputs into actionable government and defense decisions
2. $MP Materials(MP.US) secures rare earth magnets critical for AI hardware and data centers
3. $Micron Tech(MU.US) alleviates memory bottlenecks as AI performance scales with HBM
4. $AMD(AMD.US)N rents the physical backbone of AI through AWS's compute, storage, and networking
5. $Intel(INTC.US) lays the foundation for domestic chip manufacturing to rebuild U.S. self-sufficiency
6. $Microsoft(MSFT.US) builds an enterprise-grade AI distribution layer by embedding AI into Office, Azure, and GitHub
7. $NVIDIA(NVDA.US) owns the AI computing stack covering training, inference, networking, and real-time latency
8. $Oracle(ORCL.US) expands OCI into a high-density AI cloud optimized for training and inference workloads
9. $Alphabet(GOOGL.US) is the only AI builder capable of controlling chips, models, distribution, and monetization at internet scale
10. $AMD(AMD.US) offers the only scaled alternative AI accelerator roadmap, giving buyers bargaining power on price and supply
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