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Micron Technology Inc. (MU $225.52)
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Pure Storage Inc. Class A (PSTG $66.32)
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Super Micro Computer Inc. (SMCI $29.84)
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Dell Technologies Inc. Class C (DELL $127.89)
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Vertiv Holdings LLC Class A (VRT $149.83)
Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?