Hey partner,
Price action just confirmed what I was waiting for on my most recent watchlist addition.
After NVIDIA’s earnings, it’s come clear the AI buildout theme has further room to run in a very selective way.
This company is playing the data center growth in a very conservative way, while still setting up its EPS to grow by over 100% in the next twelve months.
Wall Street analysts agree on this one.
Here’s what I just bought:
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