Lampe: Alphabet Leads as Energy Demand Rises Amid U.S.–Iran Tensions

Bullish Gator

Adam Lampe says Alphabet and Broadcom remain top AI picks as markets face U.S.–Iran tensions; rising AI buildout drives urgent energy and power investment opportunities.

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What stands out

Adam Lampe picked Alphabet and Broadcom as the centerpieces of a single story: artificial intelligence keeps sucking in capital, and someone has to sell it electricity and silicon. He argues Alphabet still outperforms even while "the market writes its obituary" for parts of the company, and names Broadcom as a buy for AI infrastructure. He widens the lens beyond software, pointing out that the AI buildout is creating durable demand for power and chips, a structural theme that changes where investors should look for long-term returns.