The picks and shovels of AI infrastructure.
7 stocks for your watchlist:
Power & Infrastructure:
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$IREN - Grid-secured clean energy capacity
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$VST - Power generation & battery storage
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$VRT - GPU cooling systems
Compute Stack:
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$MU - Memory & storage (HBM, SSDs)
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$NBIS - Cloud platforms powering AI model training
Semiconductor:
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$AVGO - GPU interconnect & networking chips
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$ASML - Lithography systems (chip manufacturing)
Phase 3 of the AI trade isn’t chips.
It’s the infrastructure that powers them. ⚡