Everyone sees the obvious trade. AI demand explodes, buy GPUs. Data centers expand, buy the data-center names. Oil rises, buy oil producers. But once the story becomes obvious, the obvious winner may already be priced for it. I’ve been trying to ask a different question. If this trend continues, who gets affected next? Maybe it’s the supplier that suddenly has pricing power. The component nobody can source fast enough. The company solving the power or cooling constraint. The customer whose costs
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