Jabil: Already a 40% Gain in our US Model Portfolio! The Company Operates at the Intersection of AI Infrastructure and Humanoid Robots!

In the US model portfolio, we have a new leading stock that is significantly surging ahead of the indices towards its 52-week high. It is the contract manufacturer Jabil (JBL), which we bought on March 20, 2025, for $147.33. Currently, the position is up 43%. With this company, we are capitalizing on the two megatrends of AI and Humanoids! Jabil is a contract manufacturer with around 100 locations worldwide, 30 of which are in the USA, making the company a beneficiary of reindustrialization overseas. In the AI sector, they produce servers, racks,...