AI Infrastructure Stocks: Sanmina & Dycom
Update: 2025-12-02
Description
Ryan Kelley, chief investment officer at Hennessy Funds, shares his top mid-cap stock picks: Sanmina Corporation and Dycom Industries. Both are AI picks-and-shovels plays, providing essential infrastructure for the AI sector. Kelley believes these companies will benefit from the ongoing data center investments by large tech companies, despite the uncertain long-term impact of AI. Sanmina, with a cheap valuation post-acquisition, and Dycom Industries, specializing in fiber optic networks, have seen strong growth and are compelling choices for investors.
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