Here's my list of best stocks to buy tied to AI and the great data center buildout

Let's not mince words. Every night, I leave the office kicking myself that we don't have enough data center, meaning we should be chock-full of stocks of companies that make money from the artificial intelligence infrastructure buildout. I berate myself for not having all the right ones. I cringe for owning some of the wrong ones. I swear a blue streak, even throw a bottle or two, as I used to in my old hedge fund days, because the money seems so darned easy to make, and we aren't making enough of it. This is all nonsensical, self-defeating, masochistic behavior. A close parsing of our CNBC Investing Club portfolio shows we have about 47% exposure to AI and data centers, which is way more than we should. Some would say that, given that we are running a diversified portfolio, we are being downright reckless. We are constantly pivoting to find the best stocks. We are always prepared to pounce, even willing to break our discipline, because I know the data center explosion is perhaps the greatest stock story of all time. I am going to review the ones we have. But let's say you still want in, even after Tuesday's tremendous 20% move in Micron and Wednesday's follow-through rally. What should you do? I am going to give you the best of the data center stocks we don't have. …