Importance of BE Earnings, Small Cap AI Companies & Next Phase of Buildout

Nitin Sacheti talks about the state of the AI trade as the buildout accelerates. He focuses on small-cap companies tied to AI infrastructure like Bloom Energy (BE) and discusses what to watch in today’s earnings for the firm. Nitin also touches on the next phase of the AI investment cycle and separates winners from the rest of the tech crowd.

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