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VST · Vistra
America's most diversified independent power producer — nuclear assets plus a full gas-fired fleet, positioned for a Davis Double Play as AI data center demand reshapes the power market.
Mai Chan Gu
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ANET · Arista Networks
The dominant high-speed Ethernet switch maker and de facto networking standard for AI training clusters — deeply embedded with Meta, Microsoft, and Oracle.
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VRT · Vertiv
The dominant provider of liquid cooling and power solutions for data centers — Vertiv is the picks-and-shovels play on AI capex, with a backlog that keeps climbing.