These stock picks Don't look at chips, just focus on these things related to building data centers. $vst power plants are inherently high-debt, heavy-asset industries. If interest rates drop, it can directly improve $vst's profit margins, similar to real estate stocks. $gev is not a heavy-asset, high-leverage company, but many of $gev's grid customers are of that type. $fix contractors are not directly benefited, but many of the contractors' clients are those types of companies. A rate cut can revive struggling clients, aside from the giant data centers. $vrt is indeed not significantly affected by interest rate cuts. Oh right, you can start paying attention to real estate stocks now... $itb $rkt $open and such.