This Bitcoin bull run is different… (From Brownstone Research)
3 AI Infrastructure Stocks With Strong Growth, Not Hype 
The earnings season that just ended confirmed that concerns about an AI infrastructure bubble are overstated. If anything, demand for data centers and the equipment that supports them will continue to grow. Still, investors are looking beyond technology stocks like NVIDIA Corp. (NASDAQ: NVDA) over concerns about valuation. Investors have been willing to pay a premium for AI stocks because of the current and projected future growth in the sector. But just as companies are looking for alternatives to NVIDIA’s top-of-the-line GPUs, investors are hunting for more attractively priced names that make up the AI stack. There’s no shortage of candidates. However, these three companies look particularly attractive. They’re delivering strong revenue and earnings growth that is expected to continue in the coming years. But they’re not priced for perfection, which should be attractive to investors hunting for value in this sector. Those who recognized the opportunity early didn’t hesitate—they took action.
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