Single best buy: hyperscalers
29:03–29:27 · 23s
Pressed for one top pick, Heath Terry points to hyperscalers—specifically Amazon’s AWS—citing Anthropic exposure, capacity coming online, and favorable relative performance.
29:03–29:27 · 23s
Pressed for one top pick, Heath Terry points to hyperscalers—specifically Amazon’s AWS—citing Anthropic exposure, capacity coming online, and favorable relative performance.
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