🚨 EVERYONE is talking about the memory shortage — $MU $SNDK. But AI has bottlenecks FAR beyond memory: ⚡ ENERGY: $CEG $VST $GEV 🔌 FIBER: $GLW 🖥️ SERVERS: $DELL $HPE 🧠 COMPUTE: $AMD $ARM $INTC 🔀 SWITCHGEAR: $ETN $FPS The AI buildout needs MORE than GPUs and HBM. It needs POWER, fiber, servers, compute, and the electrical infrastructure to connect it all.
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