CNBC Analyst: “Smart people matter less than smart capex decisions in AI era”

Quick Read Hyperscalers like Meta and others are deploying massive capital into AI infrastructure, and companies positioned to benefit from that spending cycle either as investors in infrastructure or suppliers of chips are capturing outsized returns. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. "The smartest people, theoretically, are always in the room. But you always have to make a business judgment as to where and when you spend the incremental dolla ...