09:15
2026-07-26
machinebrief.com
ai-infrastructure
A top fund manager unpacks why he's sticking with AI infrastructure stocks, and flags 2 lesser-known names he's betting on
Brandon Nelson, manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), which has outperformed 99% of similar funds over three years, said he is not ready to sell AI infrastructure stocks despit…