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![MooreRoger_10 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1696161569497894915.png) Moore Roger [@MooreRoger_10](/creator/twitter/MooreRoger_10) on x 1089 followers
Created: 2025-07-23 05:53:34 UTC

Companies that will benefit the most from the Al buildout:

• Chips: $NVDA $AVGO $TSM $MRVL $MU $ARM $AMD
• Data Centers: $ORCL $CRWV $NBIS $APLD $VRT $SMCI $DELL $HPE $IREN $CORZ $GLXY $BGM
• Networking: $CRDO $ANET $CIEN $CLS $ALAB
• Power: $VST $CEG $TLN $PEG $PWR
• Nuclear: $GEV $OKLO $BWXT $NNE $SMR
• Cloud: $SNOW $GTLB $DDOG $MDB $EXLS $FFIV
• Data: $PLTR $NOW $INOD $RDDT $META $GOOGL
• Infrastructure: $POWL $AGX $STRL $IESC


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947897859845853544/c:line.svg)

**Related Topics**
[inference](/topic/inference)
[colossus](/topic/colossus)
[xai](/topic/xai)
[$meta](/topic/$meta)
[$inod](/topic/$inod)
[$now](/topic/$now)
[$snow](/topic/$snow)
[$nne](/topic/$nne)

[Post Link](https://x.com/MooreRoger_10/status/1947897859845853544)