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Bullish Infrastructure Bets: NVDA, DELL, HPE, HUT Lead the Charge
Description
Steven Orr, CEO of Quasar Markets, sees a bullish market ahead by emphasizing infrastructure investments over speculation. He expects oil prices to fall to $75–$80 as U.S. and Gulf production eases supply concerns. Steven believes the AI sector is just beginning and points to Nvidia (NVDA) as a key growth driver. He notes Dell Technologies (DELL) and HP Inc. (HPE) should benefit from a workstation upgrade cycle, with HP offering strong upside for investors seeking undervalued tech. The conversation also addresses Bitcoin miners like Hut 8 Corp. (HUT), who are shifting toward quantum computing and AI data centers, marking the industry's move from cryptocurrency to core tech infrastructure.
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