AI Infrastructure Rally Puts Broadcom and Micron in Focus
TL;DR Summary
As AI infrastructure spending rises, software stocks face pressure while select hardware plays like Broadcom and Micron Technology stand to benefit. The article argues these two are the new pick-and-shovel AI infrastructure stocks, boosted by data-center capex and memory/networking bottlenecks, making them attractive long-term bets amid the tech sell-off.
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