• Broadcom Inc. (AVGO)
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• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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• Pure Storage Inc. Class A (PSTG)
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• Celestica Inc. (CLS)
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• Vertiv Holdings LLC Class A (VRT)
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• Arm Holdings plc (ARM)
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• Nebius Group N.V. (NBIS)
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Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.

Upvote 3

Read Answer Asked by Ken on January 22, 2025

• Nebius Group N.V. (NBIS)
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Q: What effect does the $500 billion into AI Infrastructure announced by Trump have on Nebius? It seems like this money will build datacentres that they too are building.

Upvote 2

Read Answer Asked by Michael on January 22, 2025

• Nebius Group N.V. (NBIS)
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Q: Would NBIS be a stock that you would feel comfortable holding through a proper market downturn (ie, like 2022)? Or would you consider it to be too small / unproven at this time?

Thank you

Upvote 4

Read Answer Asked by Sandra on January 21, 2025