The analysis highlights the increasing demand for AI-related infrastructure and the companies benefiting from it. Three stocks are identified: QCOM, VRT, and NXT. QCOM is considered attractive due to its AI chip business and recent acquisition, despite a recent pullback. VRT is seen as a strong player in the data center infrastructure space, with a positive outlook. NXT is recognized for its role in renewable energy and its potential for growth, especially with the ongoing transition to AI and digital infrastructure.