The One Big Beautiful Bill Act's tax cuts, R&D expensing, bonus depreciation, defense boosts, & energy shifts favor these stocks:
1. $NVDA: AI chip R&D incentives.
2. $TSM: Semicon tax reforms.
3. $PLTR: AI software expensing.
4. $AVGO: Chip innovation depreciation.
5. $RKLB: Defense/space funding.
6. $ASTS: Tech comms boosts.
7. $EOSE: Energy storage credits.
8. $MU: Memory R&D.
9. $VRT: Data center expensing.
10. $OKLO: Nuclear as baseload.
