Building AI infrastructure is brutally capital intensive. Companies are discovering that deploying AI models involves immense energy consumption & massive cloud spending.
Nonetheless there are 3 tech stocks that can withstand this volatility:
$Alphabet(GOOG)$ self funds its massive USD 175 billion Capex entirely out of its own operations, carrying neglible debt exposure.
$NVIDIA(NVDA)$ has an unrivalled monopoly in the global tech infrastructure buildout.
$Micron Technology(MU)$ HBM is completely sold out across the entire industry. Its massive earnings ramp will stand it in good stead.
These 3 tech companies can weather the volatility ahead better than most.
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