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Oppenheimer analyst Param Singh recommends two data-infrastructure stocks, Nutanix (NTNX) and another unnamed company, as "Buys". Nutanix is a cloud software company that offers a unified cloud platform solution for managing data across on-premises datacenters, public clouds, and edge locations. The company's HyperConverged Infrastructure technology provides flexibility, scalability, and resilience, making it a key player in the global cloud infrastructure market, which is expected to reach $837.97 billion by 2034.

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