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3 Stocks To Play The AI And Data Center Boom
Trend Investing · 2026-06-22 · via All Articles on Seeking Alpha

Summary

  • ASML, TSMC, and NVIDIA remain core AI infrastructure. Meta Platforms is rated a buy, leveraging its vast global user base and aggressive AI infrastructure investments to drive future growth.
  • Consider accumulating META, GOOG, and the Global X Data Center & Digital Infrastructure ETF to capture the next wave of AI-driven growth.
  • Others to consider are Reddit, Palantir & Tesla. For ETFs, consider AIQ, AGIX, CHAT, BOTZ, and ASX:HMND.
  • Key risks include a general US equity market downturn or shift in sentiment against US tech/AI. Semiconductor stocks have surged 99% YTD in 2026 so some caution warranted here.
  • I do much more than just articles at Trend Investing: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »
  • Sitewide Sale 2026: Get 20% Off
Artificial Intelligence AI Visualization Inside High-Tech Data Center Server Room

asbe/iStock via Getty Images

For a background on this article investors can read the Trend Investing article:

  • Jan. 2025 - ASML, TSMC, NVIDIA: 3 Core AI Supply-Side Stocks To Consider In 2025 As Robotaxis And Humanoid Robots Set To Boom

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, META, TSLA, BOTZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article is for ‘information purposes only’ and should not be considered as any type of advice or recommendation. Readers should "Do Your Own Research" ("DYOR") and all decisions are your own. See also Seeking Alpha Terms of Use of which all site users have agreed to follow. https://about.seekingalpha.com/terms

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