Data center buildout is creating new winners, says BofA’s Andrew Obin
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Data center buildout is creating new winners, says BofA’s Andrew Obin
Andrew Obin, BofA Securities, joins Fast Money to discuss how traditional industrial names like GE, Honeywell, Eaton, Parker, and Rockwell are powering the data center boom, why electrical and cooling systems are no longer seen as commoditized, where investors should look for opportunities in the evolving infrastructure trade, and more.
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