Hey there,
While everyone’s chasing the obvious AI plays, a massive infrastructure shift is creating opportunities in the most unexpected places.
The companies powering this boom aren’t making AI chips—they’re making the “boring” components that cost 5-8x more than normal and are backordered for 52 weeks. Full story.
-Christopher
P.S. One sector is seeing 40% year-over-year growth while trading at a fraction of the AI leaders’ valuations. You really need to read this before it’s too late.