It's nearly impossible for me to think about the AI infrastructure trade and not consider the other "constituents" to make this setup happen. After all, I don't think I need to demystifyJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentia ...