2 AI Data Center Stocks I’m Watching in 2026 – One I’m Buying on Dips, One I’m Skipping
Автор: Macro Ghost
Загружено: 2025-12-09
Просмотров: 263
Описание:
In this 8-minute breakdown I dive deep on Applied Digital (APLD) and Vertiv (VRT) – the two hottest AI infrastructure names of 2025.
I also address:
1) Why Nvidia secretly bought into APLD
2) Where I’d actually buy APLD (hint: lower than today)
3) Why VRT’s $70B+ market cap feels too rich right now
4) A few safer, less-hyped data-center plays I’m holding instead
Timestamps:
0:00 – AI Data center intro, and why data centers (DC)
0:45 – Expect volatility in 2026, but for now we look for AI opportunities
1:50 – Stocks I prefer in the AI realm
2:30 – Applied Digital (APLD) deep dive
5:35 – Vertiv (VRT) – deep dive and the market cap dilemma
6:00 – My 3 to 5 safer AI infrastructure picks
7:00 – Final verdict & watch levels
Drop a like if you want more no-BS stock breakdowns like this.
#AI #DataCenter #APLD #VRT #investing
Disclaimer: The content in this video is for informational and educational purposes only and is not financial, investment, or tax advice. I am not a registered financial advisor. All opinions are my own. Past performance is not indicative of future results. Do your own research and consult professionals before making decisions.
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