Rotation is tightening around genuine infrastructure bottlenecks: packaging, interconnect, power, and storage. Story stocks without near-term earnings catalysts are getting cut. The Computex architecture framing gave the market a clearer mental model of where value actually accrues in the AI stack, and that model is now being priced in. Watch the mid-June ASTS launch and Q2 earnings season in late July for the next round of confirmation.
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