# A top fund manager unpacks why he's sticking with AI infrastructure, and flags 2 lesser-known stocks he's betting on - Business Insider

*Источник: Business Insider*
*Дата: 2026-07-26*
*Язык: en*

<a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxPalk0dGlUSXhXU0pCbWZjRWFzaDhSX3hmcFZYNjBSdmotRXFDTWxsdFJvMERmcWthRFRyc25CODBBNjFPRHRBQ0J5aVlVemZlZzQ2ai1sWVdyalQxX0poeVBad3JRSXhhSTJURzZiSVR0NFVxRE1jN0FyZ2dwU1MxcDJ0X1RuZHdzMG5sMC1wdjRxVVoyWUtwWVlzU3YxenBk?oc=5" target="_blank">A top fund manager unpacks why he's sticking with AI infrastructure, and flags 2 lesser-known stocks he's betting on</a>&nbsp;&nbsp;<font color="#6f6f6f">Business Insider</font>

[Оригинал](https://www.businessinsider.com/ai-hardware-stock-picks-to-buy-capex-beneficiaries-strl-sitm-2026-7)