The Better Investment Is Often One Step Away From the Headline

Everyone sees the obvious trade. AI takes off, buy NVDA. Data centers explode, buy the obvious infrastructure names. Oil jumps, buy producers. Sometimes that works. But once everyone understands the story, a lot of the upside may already be in the obvious winner. So I’ve started asking a different question. If this keeps happening, who gets affected next? AI compute demand can lead you from NVDA to memory names like MU or SK Hynix, where scarcity can create pricing power. More compute also means

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