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Hilary Kramer: AI Buildout Drives CRDO, TT, and New Opportunities

8 min11 maj 2026

The market’s AI‑driven momentum continues as infrastructure plays take center stage, according to Hilary Kramer. She highlights Credo Technology (CRDO) and Trane (TT) as key beneficiaries of data center growth, while pointing to opportunities in Roku Inc. (ROKU) and emerging biotech names like Enveric Biosciences (ENVB).


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