Revenues of AI infrastructure companies are soaring. Morgan Stanley estimates that capital expenditures on AI will exceed $3 trillion in the next three years. Here are our top 10 AI infrastructure stock picks: 🧵 1. $NBIS - Cloud company partnering with $NVDA. - It has just

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10. $TSM - Dominating cutting-edge chip manufacturing. - Manufacturing all the chips for $NVDA. - Building new fabs in the US. It already owns over 90% of the cutting-edge chip manufacturing market. Its yields are 20-40% higher than the closest competitor, Samsung, in 2nm

9. $ANET - Leading provider of low-latency network switches. - Benefits from increasing demand and GPU density. - Its Ethernet fabrics are the best alternative to InfiniBand. The management recently guided for 70% growth in AI product revenue for 2026. It'll also benefit from

8. $ET - Operates natural gas pipelines. - Transports gas across 44 US states. - Building direct pipes to data-centers. As the energy demand skyrockets due to data center expansion, utilities run gas turbines harder to meet the load and take the gas through the regional

7. $FLNC - Utility scale energy storage provider. - Already growing fast due to the green transition. - Amazon, Meta, and Google are already its clients. Data center buildout is skyrocketing the global energy demand. It's impossible to meet the whole demand through fossil

6. $TSSI - Data center builder and integrator. - Reported triple-digit revenue growth this year. - Cons are the low margins and customer concentration. It procures the hardware and, in the name of its customers and integrates them into their facilities. It's also working on

5. $ORCL - It already has 1.2GW capacity. - Targeting 2GW capacity by the end of the year. - It has over $455 billion in performance obligations. It's leading the Stargate project with OpenAI and has signed a $300 billion deal to supply 4.5GW capacity to OpenAI starting from

4. $AMD - Catching $NVDA in hardware performance. - Actively investing in its software stack. - It's outperforming $NVDA in inference. It's set to dominate the inference phase of AI, similar to how $NVDA dominated training. Inference requires high memory and fast data transfer

3. $CRWV - Largest AI cloud company in terms of active capacity. - It currently has 470MW active capacity. - It has 2GW contracted capacity. It's growing insanely fast, but there are risks. It's currently generating over 70% of its revenue from just one customer, $MSFT. It's

2. $IREN - Pivoting from Bitcoin mining to AI compute. - Targeting 750MW capacity by the end of this year. - It is planning to add another 2GW capacity next year. Iren has expertise in owning and operating data centers due to its legacy Bitcoin mining business. They also have

Revenues of AI infrastructure companies are soaring. Morgan Stanley estimates that capital expenditures on AI will exceed $3 trillion in the next three years. Here are our top 10 AI infrastructure stock picks: 🧵 1. $NBIS - Cloud company partnering with $NVDA. - It has just

The market is near all-time highs, yet there are still attractive opportunities. Here are 10 high-quality undervalued stocks I am watching now: 🧵 1. $UNH - 5 Year Revenue CAGR: 10% - Return on Investment: 12% - Forward P/E: 19 The healthcare industry as a whole mispredicted

$NVO sell-off due to the tariffs is not justified. Trump announced that companies building their own manufacturing plants in the US are exempt. $NVO currently has two manufacturing plants in the US and is building one in Clayton to manufacture Wegovy and Ozempic. It's dead

The market is near all-time highs, yet there are still many opportunities. Here are 10 high-quality stocks having their largest drawdowns: 🧵 1. $NVO Forward P/E: 15 5-year Revenue CAGR: 17% Year-to-date Drawdown: 33% $NVO is having one of its largest drawdowns. Three

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