Alpha of the Week ft. Bdon Trades
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Alpha of the Week
Hey guys, @bdon_trades here.
After Thursday’s selloff, a lot of people are acting like the memory trade is over. I think that’s exactly the kind of thinking that creates opportunity. Pullbacks are normal in every major bull market, especially after huge runs, and they don’t automatically change the long-term fundamentals. In my opinion, the market is giving investors another chance to buy some of the highest-quality AI infrastructure companies at significantly better prices. These are 3 AI Infra stocks I am looking at right now👇.