As U.S. President Donald Trump visits the UK, the United States and the UK have reached a 'Tech Prosperity Agreement' aimed at strengthening cooperation in artificial intelligence (AI), quantum computing, and civil nuclear energy. A 'Silicon Valley delegation' led by Microsoft has pledged to invest £31 billion in the UK, while NVIDIA will deploy 120,000 GPUs in the country. Buoyed by this news, U.S. stocks related to quantum computing and nuclear energy concepts have recently surged significantly. With tech giants ramping up their investments aggressively, is it time to position in AI, quantum computing, and nuclear energy concepts?