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Equinix Inc. (EQIX)
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Alphabet Inc. (GOOG)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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Snowflake Inc. Class A (SNOW)
Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?
Carl
Carl
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International Flavors & Fragrances Inc. (IFF)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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Alexandria Real Estate Equities Inc. (ARE)
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Transdigm Group Incorporated (TDG)
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Rivian Automotive Inc. (RIVN)
Q: what would you you recommend as 5 top shorts?
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Amazon.com Inc. (AMZN)
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Equinix Inc. (EQIX)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks