Are these medium to long term holders? AMPH, BSX, LNG, CEG, CREDO, DDOG, NEE, Nu, SU, STRL, VRT, NOW

I've been doing some research myself and I added these stocks to my watchlist: AMPH, BSX, LNG, CEG, CREDO, DDOG, NEE, Nu, SU, STRL, VRT.

I tried to focus on well established companies with growth potential. There is some AI risk in these but I tried to look more into infrastructure / energy market because I think AI will need a lot of power to be generated in the next 5-10 years.

Some have not much or even nothing to do with AI (NEE, Nu Holdings, BSX). I am in doubt between Nu Holdings and Visa to be honest, but Visa is premium priced atm. Bsx looks promising in terms of growth and I already saw much money moving towards the health industry the past weeks. NextEra Energy could benefit a lot from AI datacenters but as they have such a wide range of energy products, they can perfectly grow without AI.

My main question is: Would the above companies suffer a significant decline if it turned out that T-big tech companies have spent too much on AI and thus become less profitable? Would that for example mean less energy/power demands, infrastructure demands, etc... I would say yes, but AI is here to stay I think and off course several stocks are overvalued atm, but AI will always need energy, infrastructure, cables, ....

What are your thoughts?