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Fund manager Bob Robotti: "HALO" non-tech stocks can benefit for years from AI infrastructure build-out, citing massive spending on data centers and AI infrastructure
svmuu.com13/08/2026 11:51
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Fund manager Bob Robotti believes that massive spending on data centers and AI infrastructure can benefit "HALO" companies—those with hard assets and low obsolescence—offering investors a less expensive opportunity to ride the AI wave without picking winners among hyperscalers and AI agent developers.
Source：MarketWatch · Source Link
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