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The next AI winners may look nothing like Nvidia or Micron: One Big Investment Idea
The next AI winners may look nothing like Nvidia (NVDA) or Micron (MU). The first phase of the trade rewarded companies building the AI infrastructure, from chips to data centers. As the AI rally broadens, the next hunting ground may be businesses using those tools to cut costs, lift sales, or improve productivity. The travel industry offers a …