Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there’s no guarantee all those orders will be carried out.
Source: [MarketWatch](https://www.marketwatch.com/story/chip-stocks-are-closing-in-on-a-bull-market-heres-why-some-analysts-are-nervous-2a180b75?mod=mw_rss_topstories)