Four Reasons for Increased Capex and a Recovery of AI Infrastructure Stocks. Here are Three Top Stocks!

On Friday, we discussed several reasons why the Kimi 3 model released by Moonshot is not bad for the demand for AI infrastructure. Initial stocks like Dell turned upwards during Friday's trading. Today, this movement should intensify, pointing to reasons for increased Capex and thus a possible short-term recovery in AI infrastructure stocks. 1.) Moonshot has introduced the Kimi 3 model. Demand is so high that they have already had to limit users. This shows that even if AI models become more cost-effective, interest in them grows, experimentation...