Buy JBL by Sep 7, 2026.

JBL has been in my portfolio for about a month and wanted to share it is one of the more interesting picks and shovels plays on the AI infrastructure buildout. TLDR - AI data centers are no longer just about GPUs as the demand is shifting toward power, liquid cooling, rack-scale deployment, networking bandwidth, and optical interconnects. Jabil sits right in the middle of those physical infrastructure problems. The main segment is Intelligent Infrastructure which includes AI infrastructure, cloud/data-center systems, …