$NVDA โ Still the compute layer everyone builds on top of. CUDA moat + accelerator demand isn't slowing this decade.
$AMD โ The credible #2 in accelerators. Hyperscalers want a second source that's structural demand, not hype.
$NOW โ ServiceNow is becoming the orchestration layer for enterprise AI agents. Whoever owns workflow owns the agent rollout.
$INTC โ Foundry buildout + domestic chip manufacturing tailwinds. Turnaround optionality with policy backing behind it.
$TE (T1 Energy) โ Every AI thesis eventually hits the same wall: power. Grid buildout is the unsexy trade with the most inelastic demand of the entire list.
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