Rate Of Return
HOTHI’d go one layer down into storage, especially Seagate / Western Digital. Nvidia is still the clear AI leader, but at this valuation, a lot of good news already feels priced in. AI demand doesn’t just need GPUs — it also creates massive data storage needs. So for fresh capital today, I’d rather look at the infrastructure beneficiaries behind the AI boom than chase Nvidia after such a huge run.
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