Don’t Buy the Railroads. Buy the Campbell’s.
In every tech boom, the builders go bust while the "appliers" get rich. AI's hyperscalers are today's railroads — the real winners will be companies that use the infrastructure.
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Look at $WCC today for more evidence that the AI infrastructure boom = a U.S. industrial boom.
WESCO is historically a utility distributor. Suddenly, ...
Absolutely monster quarter from $CAT proves that the AI infrastructure boom is creating a U.S. industrial boom, too.
As $META $MSFT $GOOGL $AMZN plow ...
$META dropped today because investors are worried about them spending "too much" on AI.
I respect the market. But that's a dumb, dumb, dumb concern. M...
