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Micron Technology Inc. (MU $426.13)
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Everpure Inc. Class A (PSTG $61.50)
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Super Micro Computer Inc. (SMCI $30.75)
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Dell Technologies Inc. Class C (DELL $151.62)
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Vertiv Holdings LLC Class A (VRT $258.88)
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 ?