AI | Plurimi CIO Sees Value in AI Supply Chain
2026-06-18 08:05:26
Plurimi Wealth Chief Investment Officer Patrick Armstrong said he sees value in the artificial intelligence supply chain, including stocks such as Micron, Samsung and Nvidia. According to Bloomberg, Armstrong told Bloomberg Television that Plurimi is underweight the Magnificent Seven “hyperscalers,” which he said are spending a trillion dollars over the next 12 months on AI datacenters, and instead owns the companies receiving that spending.
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