: Beyond just chips, companies like Vertiv and Arista Networks are seeing massive order backlogs to support the physical power and networking needs of AI MSN.
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: Speculative but high-potential plays like Rocket Lab USA (RKLB) are gaining attention as the space industry is projected to reach $1.8 trillion by 2035 Yahoo Finance. Hedge Fund Favorites Market Narrative Advanced Micro Devices Catching up to Nvidia in the AI chip race. Broadcom Dominant in AI networking and custom chips. ServiceNow Leading enterprise software automation. Palantir AI-driven data analytics for government/commercial use. : Beyond just chips, companies like Vertiv and