To The Moon

Trump's UK Visit Sparks Tech Momentum: Three High-Growth Sectors in Focus

On September 16, U.S. President Donald Trump will embark on a state visit to the United Kingdom. According to multiple reports, the two countries are preparing to sign a groundbreaking technology cooperation agreement, with a focus on frontier technologies such as artificial intelligence and Quantum Computing.

Sources familiar with the matter revealed that $NVIDIA(NVDA)$   CEO Jensen Huang and OpenAI CEO Sam Altman will join Trump on the trip and are expected to pledge multi-billion-dollar investments in the U.K. Meanwhile, a coalition of more than a dozen industry associations is urging the British government to include blockchain as a core component of what's being called the U.S.-U.K. Technology Bridge. The group warns that excluding digital assets could hinder the U.K.'s ability to shape the future of financial standards, putting it at a disadvantage in global competition.

For investors, this state visit could present significant opportunities across multiple sectors. 

AI Sector

According to Bloomberg, the U.S. and U.K. are set to sign a major tech cooperation agreement during Trump's visit. This is expected to go beyond ceremonial diplomacy and trigger real capital investment from leading tech and financial firms such as Nvidia, OpenAI, $CoreWeave(CRWV.US)$, and BlackRock. Strategically, the agreement aims to bolster the U.K.'s AI capabilities and global competitiveness while establishing overseas infrastructure for U.S.-based AI operations.

~Semiconductors: Investors can focus $ON Semiconductor(ON.US)$ giants such as $NVIDIA(NVDA.US)$ , $Broadcom(AVGO.US)$, $Marvell Technology(MRVL.US)$, $Intel(INTC.US)$ , $Micron Technology(MU.US)$, and $Advanced Micro Devices(AMD.US)$.

~Servers: $Dell Technologies(DELL.US)$, $Super Micro Computer(SMCI.US)$, $Hewlett Packard Enterprise(HPE.US)$.

~Networking: $Cisco(CSCO.US)$, $Arista Networks(ANET.US)$.

~Storage: $SanDisk Corp(SNDK.US)$ , $Seagate Technology(STX.US)$, $Pure Storage(PSTG.US)$, $NetApp(NTAP.US)$.

~Data Centers: $Microsoft(MSFT.US)$, $Alphabet-A(GOOGL.US)$ , $Amazon(AMZN.US)$, $Meta Platforms(META.US)$, $Oracle(ORCL.US)$, $CoreWeave(CRWV.US)$ .

~Data Center Developers & Operators: $Digital Realty Trust Inc(DLR.US)$ , $Equinix Inc(EQIX.US)$ , $DigitalBridge Group(DBRG.US)$.

~Hyperscalers: $Microsoft(MSFT.US)$ , $Amazon(AMZN.US)$ , $Alphabet-A(GOOGL.US)$ , $Oracle(ORCL.US)$ .

~AI Cloud Services: CoreWeave, $NEBIUS(NBIS.US)$, $IREN Ltd(IREN.US)$.

~Supporting Industries: Electrical equipment firms including $Eaton(ETN.US)$ and $GE Vernova(GEV.US)$, as well as liquid cooling service provider $Vertiv Holdings(VRT.US)$.

In addition, reports suggest the U.S. and U.K. will sign a series of nuclear energy cooperation agreements. These will aim to expand collaboration and streamline the regulatory process for building new nuclear power plants, with a focus on Small Modular Reactors (SMRs). U.K. Prime Minister Keir Starmer has hailed the agreements as a turning point, stating they will usher in a "golden age of nuclear energy" for the U.K.

Quantum Computing

The quantum computing sector has seen a surge in investment and valuation in 2024. Nvidia CEO Jensen Huang recently remarked that the field is reaching an inflection point and could soon become powerful enough to solve some of the world's most fascinating challenges. As major players like Google and IBM ramp up their investment, commercial applications could arrive sooner than expected.

~Superconducting Quantum Technology: $Alphabet-C(GOOG.US)$ , $Rigetti Computing(RGTI.US)$, $IBM Corp(IBM.US)$

~Quantum Annealing: $D-Wave Quantum(QBTS.US)$

~Photonic Quantum Computing: $Quantum Computing(QUBT.US)$ .

~Trapped-Ion Technology: $Honeywell(HON.US)$, $IonQ Inc(IONQ.US)$

~Quantum Storage & Data Management: $Quantum(QMCO.US)$

~Quantum Encryption & Cybersecurity: $SEALSQ Corp(LAES.US)$ , $Arqit Quantum(ARQQ.US)$

~Quantum Chips & Hardware Solutions: $Intel(INTC.US)$ , $MicroCloud Hologram(HOLO.US)$

Notably, last Friday, the U.K. government approved $IonQ Inc(IONQ.US)$ acquisition of Oxford Ionics, a British trapped-ion quantum computing firm. The deal includes safeguards to ensure core technologies and key talent remain based in the U.K. The final order, effective September 11, marks one of the most closely scrutinized regulatory interventions in the U.K.'s rapidly growing quantum sector.

Cryptocurrency

A coalition of more than ten industry associations is lobbying the U.K. government to ensure blockchain technology is included in the forthcoming tech agreement. The group argues that excluding digital assets would be a missed opportunity, warning that the U.K. risks being marginalized while other jurisdictions take the lead in shaping global financial standards.

The letter emphasized stablecoins and asset tokenization as areas of strategic relevance to both economies. Market analysts say the lobbying effort highlights a gap between the U.K.'s aspirations in digital finance and the current regulatory framework.

Below is a breakdown of U.S.-listed cryptocurrency-related stocks for reference.

~Stablecoin-Related Stocks: $Circle(CRCL.US)$.

~Cryptocurrency Exchange: $Coinbase(COIN.US)$, $Robinhood(HOOD.US)$, $Bullish(BLSH.US)$ , $Gemini Space Station(GEMI.US)$.

~Real-World Asset (RWA) Platforms: $Figure Technology Solutions(FIGR.US)$.

~Cryptocurrency-Holding Stocks

~Bitcoin (BTC) Holders: $Strategy(MSTR.US)$ , $Cantor Equity Partners Inc(CEP.US)$., $Trump Media & Technology(DJT.US)$.

~Ethereum (ETH) Holders: $Bitmine Immersion Technologies(BMNR.US)$, $SharpLink Gaming(SBET.US)$, $Dynamix(ETHM.US)$.

~Solana (SOL) Holders: $Upexi(UPXI.US)$, $Sharps Technology(STSS.US)$, $DeFi Development(DFDV.US)$.

~Binance (BNB) Holders: $CEA Industries(BNC.US)$, $Windtree Therapeutics(WINT.US)$, $Nano Labs(NA.US)$ .

~HYPE Holders: $Sonnet BioTherapeutic(SONN.US)$, $Galaxy Digital(GLXY.US)$, $Hyperion DeFi(HYPD.US)$.

~WLFI Holders: $ALT5 Sigma(ALTS.US)$.

~XRP Holders: MicroBuss, $VivoPower(VVPR.US)$, $Galaxy Digital(GLXY.US)$.

~Dogecoin (DOGE) Holders: $Bit Origin(BTOG.US)$.

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