Jabil and Micron - What to Consider Now for AI Infrastructure Stocks!
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The AI infrastructure stocks have taken a pause. Now a new upswing seems to be starting as efficient Chinese AI models like Kimi K3 further accelerate the market penetration of AI, Alphabet is expected to confirm its capex of $190 billion on Wednesday and is already restricting usage in AI companies due to low capacities. Two stocks are beneficiaries of a new upswing: I believe that one can pick up Jabil after the pullback of nearly 30% from its 52-week high. Jabil already has three hyperscaler customers and is clearly growing double digits in...
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