Hi everyone,
I myself am betting a lot on the American AI growth with data centers with stocks like $VRT (+1,3 %) , $VST (+2,05 %) .
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 (+5,21 %) ?
Which US companies will also benefit from Europe?
What is your opinion?