AISeeking Alphaabout 3 hours ago
Michael Lee On 3 AI Growth Hockey Sticks
1 min read
Michael Lee identifies three hockey sticks of AI growth: data center infrastructure, advanced chips, and AI agents. He compares the buildout to the 1800s railroad boom and says the market underestimates future demand. Lee also names Nvidia as attractive on a forward-earnings basis and offers top stock picks.
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