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Private debt is priced at the front end of the curve, so Fed rate cuts will reduce interest expenses for private borrowers, leading to an increase in credit quality.
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
Big tech stocks are attractive due to low multiples.
Hyperscalers or the Magnificent Seven minus Tesla are at borderline growth at a reasonable price levels, with the lowest multiples they've been in quite some time and still tremendous growth in the near term, making them attractive for investment.
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
AI infrastructure offers growth at reasonable prices.
The biggest exposure to benefit clients is through AI infrastructure plays such as digital infrastructure financing, power control systems, and those involved in rack and cooling. This offers a powerful way to capitalize on AI growth without paying unreasonable prices, as middle market private equity provides entry at 7-13 times earnings versus public markets like the Russell 2000 trading at 19 times.
Troy Gayeski has 6 trade ideas tracked on Buzzberg across 6 tickers since April 2026. Ranked #572 on the Buzzberg Alpha leaderboard. Most covered: SMH, XLK, BOTZ.
#572Ranked Speaker
#572 of 1831 voices on Buzzberg