This dip is an opportunity to buy stocks in the data centre value chain:
$AMD β CPU/GPU designer for PCs, servers, AI. Fabless via TSMC.
$VRT β Power and cooling infrastructure for data centers.
$ANET β Makes high-speed networking switches and software for cloud data centers.
$MU β Makes DRAM and NAND. Key HBM supplier for AI.
$NBIS β GPU cloud and AI infrastructure. Former Yandex spinoff.
$VST β Power generation operator. Leverages data center electricity demand.