AI Infrastructure Is Still the Trade 🚀 $NVDA remains at the center of the AI infrastructure cycle. The story is no longer just GPUs. Data centers, networking,

AI Infrastructure Is Still the Trade 🚀 $NVDA remains at the center of the AI infrastructure cycle. The story is no longer just GPUs. Data centers, networking, memory, power and cooling are all benefiting from accelerating AI capex. Technically, I’m watching whether buyers continue defending the lat…