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Freedom Capital's Meeks is making a bold call on AI infrastructure plays right now. His take? This pullback in the 'neocloud' space is actually a buying opportunity, not some bubble ready to pop.
While skeptics are throwing around conspiracy theories about overvaluation, Meeks argues the fundamentals tell a different story. The recent dip looks more like healthy consolidation than the start of a crash. For traders watching the AI infrastructure sector, this could be one of those moments where conviction pays off.
The 'neocloud' narrative—next-gen cloud infrastructure powering AI workloads—isn't going anywhere. If anything, demand keeps accelerating. So when prices soften, it might just be the market handing you an entry point on a silver platter.