I hope you had a good holiday weekend, folks!
Last week, NVIDIA Corporation (NVDA) delivered another quarter of record-setting earnings.
I wrote about NVIDIA’s earnings here, but the big takeaway is that the AI boom is far from over. In fact, it’s entering an entirely new phase.
In this new phase, AI isn’t just about NVIDIA anymore.
The focus is shifting to the data centers, and the infrastructure needed to support them. That’s why, over at Growth Investor, I’m doubling down on some of the biggest beneficiaries of the data center boom.
