Arista Networks (NYSE:ANET), Micron (NASDAQ:MU), Broadcom (NASDAQ: AVGO), Eaton (NYSE:ETN), and Applied Digital (NASDAQ: APLD) sit in different layers of the AI buildout, and that’s what makes this setup so compelling. As investors chase the obvious AI names, the infrastructure behind networking, memory, power, and data centers could become even more important.
Stock prices used were the market prices of June 13, 2026. The video was published on June 13, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.