🏋️‍♂️ Morgan Stanley recommends a "barbell" AI investment strategy: balancing infrastructure builders with companies already profiting from AI adoption.

💻 Why keep hardware stocks? Data center expansion is bottlenecked by power grid limits and politics. Computing demand will outpace supply for years.

🏆 Top Infrastructure: Nvidia ($NVDAB ), Broadcom ($AVGOB ).

☁️ Top Software: Microsoft ($MSFTB ), Snowflake (SNOW), Datadog (DDOG), Cloudflare (NET), Dynatrace (DT).

DDOGUSDT

Perp

294.05

+7.77%

NETUSDT

Perp

360.95

+4.53%

🏢 Key AI Adopters (Beyond Tech):

🩺 iRhythm (IRTC): AI cuts medical record review time by 50%.

✈️ Airbnb (ABNB): AI assistants resolve 40% of customer inquiries.

🥤 Strong mentions: Home Depot (HD), Procter & Gamble (PG), GE Aerospace (GE), Coca-Cola (KO).

HDUSDT

Perp

291.29

-1.64%

⚠️ Not financial advice.

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