
SA asks: What's the best data center stock play right now?

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Seeking Alpha analysts discuss top data center stock picks. Michael Del Monte favors Broadcom (AVGO) for its partnerships and growth potential, Intel (INTC) for its collaboration with Nvidia, and Hewlett Packard Enterprise (HPE) for its cloud solutions. Julian Lin highlights Nvidia (NVDA) for its AI growth prospects. The J Thesis suggests Nebius (NBIS) for its strong demand and growth potential, despite risks. Other mentions include Nucor (NUE), Sanmina (SANM), and Hubbell (HUBB) for infrastructure components.

