The presenter shares seven AI infrastructure stocks for long-term investment: NVent Electric (NVT) with a 40% market share and partnerships building next gen liquid cooling. Forward PE is around 31 and YTD is up 45% with analysts recommending the growth is set to continue. Vertiv Holdings (VRT) provides liquid cooling, reporting strong gains and an 19% YTD rise. They also point out there is a positive earning season. Broadcom (AVGO) is a chip maker for AI acceleration, with a 51% YTD increase.