Author: Courtney Carlsen, The Motley Fool

These two top-notch names are poised to continue benefiting from booming AI infrastructure spending that should serve as a powerful tailwind.

The nuclear energy build-out gives investors an opportunity to build lasting wealth as governments embrace nuclear power. Here are two names that can continue delivering for long-term investors.

One has achieved stellar returns under Buffett’s leadership and has $340 billion in cash. The other has a strong brand and affluent customer base, giving it resilience across economic cycles.

It’s an excellent stock to own for the long haul.

Should you follow his lead?