5 Stocks I'm Buying as AI Trade Fears Return

The AI trade is facing another wave of selling, but I see potential opportunities in five stocks amid growing market fears.
Texas accounts for roughly a quarter of planned U.S. data center capacity, so concerns following Hinojosa's election victory are understandable. However, the market may be confusing slower data center construction in Texas with the disappearance of demand for AI computing. These are two very different things.
The bigger question is how quickly and cheaply new capacity can be brought online. Existing data centers with secured power could become even more valuable as developers look for ways to expand capacity.
I'm focusing on companies being sold off over election-related fears that don't fundamentally change their underlying businesses. In the video below, I break down five of my favorite opportunities.