AI Infrastructure InvestmentMETA's announcement of significant investment in AI infrastructure provides a tailwind for AVGO and NVDA, as they stand to benefit from new leading-edge data centers.
AI TechnologyThe resumption of AI GPU shipments into China by NVDA and other providers is a significant win, reopening a $50B market opportunity.
Shopping CentersThe shopping center portfolios are well-positioned from a tenant credit-reserve perspective, which is expected to drive improved growth.