MOD · Consumer Cyclical
$180.91
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As AI systems grow more powerful, investors can benefit from companies building physical infrastructure rather than just software. Three stocks stand out: Astera Labs provides semiconductor connectivity solutions, Modine manufactures cooling systems for data centers, and Flex offers manufacturing and systems integration services. The article recommends allocating $350 to Astera, $350 to Modine, and $300 to Flex.