Forget DeepSeek, Buy 5 Stocks to Tap Robust AI-Infrastructure Spending

Industry Overview - The U.S. technology sector, particularly the AI space, is returning to normalcy after a downturn led by DeepSeek, which claims its open-source model R1 can match major U.S. counterparts at a lower cost [1] - Despite initial panic selling, experts believe Chinese dominance in the U.S. AI ecosystem is not yet established, with major tech companies planning to invest hundreds of billions in AI infrastructure [2] AI Infrastructure Investment - Major tech companies are set to invest $325 billion in AI infrastructure by 2025, representing a 46$1 trillion market opportunity from AI-powered data centers, with expected revenue and earnings growth rates of 48.7% and 43.2% for the current year [13][14] Broadcom Inc. (AVGO) - Broadcom has seen a fourfold increase in AI connectivity revenues, benefiting from strong demand for its custom AI accelerators [16] - The company has an expected revenue growth rate of 18.3% and earnings growth rate of 29.6% for the current year [18] Constellation Energy Corp. (CEG) - Constellation Energy focuses on clean energy, with a strategic $5.1 billion capital expenditure planned through 2025 [20] - The company has an expected revenue growth rate of -7.9$30.6 million in revenue from a major tech customer in Q3 2024 [28] - The company has an expected revenue growth rate of 34.6% and earnings growth rate of 5.1% for the current year [29]