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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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