Positiv
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Seeking Alpha
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vor 25 Tagen
AI infrastructure demand remains robust, driving hyperscalers to increase capex and fueling bottlenecks in CPUs, memory, and energy supply. AMD, Micron, and GE Vernova are identified as top AI bottleneck stocks, each positioned for accelerated growth in their respective segments. I maintain a Strong Buy on AMD and MU and plan to initiate a position in GEV, using the current market pullback to i...