SorooshX / Group

$205 billion is what Alphabet plans to pour into AI infrastructure — and that money has to land somewhere. Analysts have identified three AI-adjacent stocks positioned to capture a share of that capex flow as Alphabet scales data centers, custom silicon, and networking. Watch who's supplying the picks and shovels: infrastructure and hardware plays tend to move before the hyperscaler earnings headlines hit. ‎@SorooshX | SorooshX | SSE | Youtube | Twitter