Ride the AI Infrastructure Buildout with These 2 Stocks: SMCI, VRT
Portfolio Pulse from
The article highlights two stocks, SMCI and VRT, as potential beneficiaries of the AI infrastructure buildout. The earnings season has shown that major companies are increasing their capital expenditures on infrastructure, which could positively impact these stocks.
February 14, 2025 | 5:45 pm
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POSITIVE IMPACT
SMCI is positioned to benefit from the AI infrastructure buildout as major companies increase their CapEx on infrastructure.
SMCI is directly mentioned as a stock to watch in the context of AI infrastructure expansion. The increase in CapEx by major companies suggests a potential rise in demand for SMCI's products and services.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
VRT is identified as a stock that could benefit from the AI infrastructure buildout due to increased CapEx by major companies.
VRT is highlighted as a potential beneficiary of the AI infrastructure buildout. The focus on increased CapEx by major companies indicates a likely increase in demand for VRT's offerings.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80