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Neural Foundry's avatar

Great watchlist. While PLTR is defintely an important piece of the AI boom, I think there's also compelling value in the infrastructure plays enabling all these AI applications. Supermicro has been gaining traction providing the server hardware that powers data centers buildout globally. As generative AI adoption accelerates, the demend for custom AI-optimized servers should remain strong. Worth keeping an eye on alongside the application layer players.

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