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A Picks-And-Shovels Bet on AI Growth… And Low Income Consumers Under Pressure 10/3/25

43 min•3 oktober 2025

New winners in the AI datacenter buildout. The Fast Money traders discuss Coinbase as a play on digital assets and trading infrastructure, Vertiv as a picks-and-shovels bet on AI data center growth, drone maker Anduril as a speculative moonshot tied to military contracts and the future of warfare, and more. Plus, the latest on President Trump’s peace deal between Hamas and Israel.

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