The Underrated AI Winner on the Brink of the Next Breakout?
Jabil is an AI infrastructure beneficiary and should be on the verge of its next rally!
The Hanley acquisition is underestimated, demand momentum in AI infrastructure will continue for years, and the valuation is not expensive.
Reading Time: 2 minutes
The signs are pointing to a storm – in a positive sense. Following the recent forecast surprise from TSMC, which has announced massive investments of up to $56 billion for 2026, it’s clear. The momentum in the AI sector remains unbroken. For Jabil, this means the end of the sideways phase that has been ongoing since mid-2025. I am convinced that the stock is on the brink of a new rally. Four reasons for the bullish case: First, Jabil provides the hardware without which no AI operates. From complex server racks to highly efficient liquid cooling...
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