AI and Data Infrastructure Stocks Seen as Long-Term Bets Amid Economic Uncertainty
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Innovation and technology adoption persist through economic cycles, as seen with PCs, internet, AI, etc. These innovations can drive long-term growth.
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Artificial intelligence is a mega-trend that will transform business and investing for years. It requires massive computing power and data.
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Companies providing key AI infrastructure like chips (Nvidia, Marvell), power (Schneider), and data management (MongoDB) are attractive investments.
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Data is the "fuel" for AI. As more data is digitized, it powers smarter algorithms.
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Position portfolios for different outcomes by investing in innovative companies that can gain share in good times and bad.