Hi everyone,
I myself am betting a lot on the American AI growth with data centers with stocks like $VRT (-5.85%) , $VST (-4.87%) .
Since I've read a lot recently that Europe is slowly waking up and spending money on its own data centers and Microsoft, for example, wants to build two new data centers in Germany, I wanted to start a discussion, which stocks do you think will benefit from this?
Which leading companies do we have in Europe itself? $ENR (-2.8%) ?
Which US companies will also benefit from Europe?
What is your opinion?
