Navitas is a high-conviction AI infrastructure play solving power density issues in data centers with gallium nitride technology.
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TOP 2 AI INFRASTRUCTURE STOCKS I just added these 2 to my portfolio and they're emerging as true le
Mr M TradesNew
The creator highlights GlobalFoundries and Navitas Semiconductor as key players in the AI infrastructure buildout, noting their recent strategic developments and adding them to his personal portfolio.
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GlobalFoundries is a primary AI infrastructure play, currently reloading 8% below its recent highs after securing a strategic role with Apple.