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21:55
Jun 18
Sherry Paul Managing Director, Morgan Stanley Private Wealth Management Bloomberg Markets
Shift to AI hardware and infrastructure.
The AI theme is shifting from 'return on innovation' (chips, cybersecurity) to 'return on installation' (hardware, cloud infrastructure). Investors should follow the expected $1 trillion of AI spending through 2028 into hardware and infrastructure hard assets.
AI hardware & infrastructure
MED

About AI hardware & infrastructure Investor Commentary

Across the available history and selected sources, Buzzberg tracks AI hardware & infrastructure across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Sherry Paul.