$APPLIED DIGITAL CORP(APLD)$ $NEBIUS(NBIS)$ $Cipher Mining Inc.(CIFR)$ $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ From a Tom Lee interview:
Lee thinks AI infrastructure stocks have stalled recently as the midterms approach, partly because the market views Democrats as hostile to data centers.
But he expects that to shift after the elections.
Data centers bring large investment, jobs, and economic benefits to local communities. Once the midterms are over, Lee expects Democrats to become much more supportive of them.
His call: AI infrastructure stocks rally after the midterms.
He could be spot on.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments