Apr. 24 at 8:12 PM
All these stocks hit new 52 WEEK HIGHS at some point today
Vertiv Holdings
$VRT
Applied Materials
$AMAT
Bloom Energy
$BE
KLA Corp
$KLAC
Nokia
$NOK
AI 2.0 is officially here! 🔥
$VRT,
$AMAT,
$BE,
$KLAC, and
$NOK all hit new 52-week highs today.
The trade has shifted from GPUs to Infrastructure. Vertiv (
$VRT) and Bloom Energy (
$BE) are powering the AI thermal/energy hunger, while
$AMAT and
$KLAC remain the backbone of semi-manufacturing. Even Nokia (
$NOK) is catching a massive bid on AI cloud demand! 🚀
Are we looking at a late-cycle rotation or a brand-new leadership phase? Drop your thoughts below!