The Wide Moat Show Live Now!

The AI boom continues apace…

The big news this week was a deal between OpenAI and AMD that caused shares of the latter to soar nearly 30%.

And while most of the market is laser-focused on the chipmakers, Nick and I spend today’s episode of The Wide Moat Show looking at some lesser-known AI infrastructure players.

Are there any fairly valued, wide-moat AI stocks left in this market?

Find out right here.

Regards,

Brad Thomas