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RonC

Beyond Nvidia: The AI Infrastructure Trio Billionaires Are Quietly Buying https://www.linkedin.com/pulse/beyond-nvidia-ai-infrastructure-trio-billionaires-quietly-grok3-7k2lc Disclaimer: This is not investment advice. Always conduct your own research. While Nvidia grabs headlines, the smartest money is rotating into the “picks and shovels” of AI infrastructure. A recent Millionaires Investment Secrets video spotlighted three names seeing explosive institutional accumulation: Vertiv (VRT), Arista Networks (ANET), and Nebius Group (NBIS). Quick, fact-checked breakdown from Q3 earnings and 13F filings: 1. Vertiv (VRT) – Liquid Cooling Leader
Q3 revenue $2.68B (+29% YoY), backlog $9.5B, book-to-bill 1.4x. FY25 guide lifted to +27% revenue and +44% EPS.
Leon Cooperman holds 2.1M shares; institutions own 90%.
+60% YTD, 34x fwd P/E. Target $210. 2. Arista Networks (ANET) – GPU Networking King
Q3 revenue $2.31B (+27.5% YoY), 21st straight beat. Q4 guide +19%, margins 62-63%.
Steve Cohen’s Point72 added 212K shares; Tiger Global loading up.
Trades 46x fwd earnings. Target $184 (40% upside by 2027). 3. Nebius Group (NBIS) – Pure-Play AI Cloud
Q3 revenue +355% YoY, 100% utilization, $22B+ in contracts (Meta + Microsoft).
+232% YTD despite 78x sales multiple. Target $164 (79% upside). Macro tailwind: Hyperscalers plan $300B+ capex in 2025; total AI infra TAM projected at $7T by 2030. Billionaires are voting with their wallets—Q3 13Fs show heavy net buying across all three. These are not cheap (avg ~45x fwd), and risks include capex pull-forwards, energy shortages, and execution delays. Still, for investors seeking diversified exposure beyond semiconductors, this trio offers compelling leverage to the AI buildout. My take: Trim Nvidia, add 5–8% combined weight here on weakness. What’s your favorite AI infrastructure play? Drop it below. #AI #Investing #DataCenters #Stocks #Tech

RonC

🚨 Microsoft just dropped a $23 BILLION AI bombshell — and $17.5 BILLION is coming straight to India! Announced by Satya Nadella during his India visit (yes, that photo with PM Modi is real), this is Microsoft’s largest-ever investment in Asia and will make Azure the biggest cloud player in the country starting 2026. What’s in it for India? • New hyperscale data center in Hyderabad (largest in India, live mid-2026) • Massive expansion in Chennai, Pune & existing Hyderabad regions • 20 MILLION Indians trained in AI skills by 2030 (they doubled the original pledge!) • Sovereign AI capabilities + support for local-language models • Thousands of high-paying tech jobs & startup ecosystem boost This lands right after Amazon’s $35B and Google’s $15B commitments — India is officially the global AI investment hotspot. As Nadella said: “Building the infrastructure, skills, and sovereign capabilities needed for India’s AI-first future.” The message is clear: If you’re in tech, talent, or business — India is where the action is. Are you ready to ride this wave? #Microsoft #AI #IndiaTech #Azure #SatyaNadella #DigitalIndia #FutureOfAI

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