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This quiet yet essential AI infrastructure stock can boom as Big Tech goes all-in on data centers

Veteran investment chief Thomas Martin's best idea for 2025.

Author

Phil Rosen
May 11, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed investment veteran Thomas Martin, a partner and portfolio manager with with Globalt Investments, which oversees $3 billion in assets under management.

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