SEC NEWS
AI Infrastructure Trade: Fund Manager Bets Big on Nvidia and Vertiv Through 2027
Top fund manager sees 30% upside in AI infrastructure stocks over 12 months.
- Ticker
- NVDA
Filing analysis
Fund manager James Smith of AlphaCap cites Nvidia (NVDA) and Vertiv (VRT) as core holdings, with NVDA targeting $180 and VRT targeting $150 by Q3 2027.
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Source: Original SEC filing
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