Thummel: Find the ‘AI Enablers’ Like DELL, RIOT & More
Schwab Network · Schwab Network
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Show Notes
Rob Thummel thinks investors need to push further into “AI enablers” rather than the megacap tech. He gives Dell (DELL) and Riot Platforms (RIOT) as examples, the latter of which is switching from crypto to the data center business. He also likes Modine (MOD), which provides rack cooling in data centers. Rob also looks to energy names like Williams (WMB).
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