Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️
As semi-companies continue to hit record highs, some analysts are looking beyond chips to other sectors to find the next wave of possible AI beneficiaries. ![]()
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According to Morgan Stanley’s research, the full-scale application of AI will lead to exponential growth in data centers, and investment opportunities may arise in the area of “data center infrastructure. 📈 ![]()
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This includes server rooms, servers, networks, and internet power. The following chart lists the related core companies. Interested partners can follow together! ![]()
Maybe it's time to not only focus on $NVIDIA(NVDA.US$ , $Taiwan Semiconductor(TSM.US$ and $MicroStrategy(MSTR.US$ .
Especially electricity section, these three energy stocks: $Vistra Energy(VST.US$ , the leading utility in the U.S., $Constellation Energy(CEG.US$ , the largest carbon-free nuclear power giant in the U.S., and $NRG Energy(NRG.US$ , the largest green power company in the U.S.. They are up more than 96%, 65%, and 41%, respectively, this year! ![]()
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Regarding above Power content, this article that teacher @Invest With Cici shared with us analyzing Electricity Stocks is quite detailed, useful, and latest. Also recommend it to you~ ![]()
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