Name: Thummel: Find the ‘AI Enablers’ Like DELL, RIOT & More
Uploaded: 2025-10-22T19:23:09.341-05:00
Duration: 7 min 6 s
Description: Rob Thummel thinks investors need to push further into “AI enablers” rather than the megacap tech. He gives Dell (DELL) and Riot Platforms (RIOT) as examples, the latter of which is switching from crypto to the data center business. He also likes Modine (MOD), which provides rack cooling in data centers. Rob also looks to energy names like Williams (WMB).

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Rob Thummel thinks investors need to push further into “AI enablers” rather than the megacap tech. He gives Dell (DELL) and Riot Platforms (RIOT) as examples, the latter of which is switching from crypto to the data center business. He also likes Modine (MOD), which provides rack cooling in data centers. Rob also looks to energy names like Williams (WMB).

Thummel: Find the ‘AI Enablers’ Like DELL, RIOT & More

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