As part of the AI trade, or the picks & shovels of the data center buildout, I have reported on the networking equipment makers, a core technology that makes the cloud possible, to connect thousands of GPUs/servers to act asI have more than 35 years of experience in the investment field, having worked as a sell &amp buy side analyst and portfolio manager for debt and equity funds. I am currently managing a high-yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view a ...