Beautiful Bill's tech provisions just went live

R&D expensing permanent... semiconductor incentives massive...

Hello,

Trump's Beautiful Bill just made R&D expensing permanent while boosting semiconductor manufacturing incentives by billions.

Technology infrastructure plays are quietly positioning for the biggest AI buildout in history while most investors focus on yesterday's headlines. Access full report here.

-Tom

P.S. When $325 billion in hyperscaler capital expenditures meets permanent tax advantages, explosive growth follows. You really need to read this report before it's too late.