Iran War
Iran War

This week's trade

Fears over hyperscalers’ massive AI spending have pushed some of the best stocks down significantly over the last several months.

But there’s one clear beneficiary of the rising capex: AI infrastructure.

This week’s pick is the perfect example. It just reported incredible Q3 results and raised Q4 guidance. Better yet, it has a backlog (future revenue) of over $550 billion.

The stock has sold off alongside the tech sector… but after the latest results, all signs point to the bottom being in.

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