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Key Points

  • NVIDIA, Broadcom, Alphabet, Oracle, and EMCOR Group are identified as key infrastructure stocks to watch, known for providing essential systems in the economy.
  • These infrastructure firms offer more predictable cash flows and dividends compared to the broader market, making them appealing for income stability, inflation protection, and portfolio diversification.
  • The selected companies have had the highest dollar trading volume among infrastructure stocks in recent days, indicating increased investor interest.
  • Five stocks we like better than NVIDIA.
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