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Everyone's obsessed with GPUs and hyperscaler capex. But the real chokepoint sits upstream — and one industrial name has a $163B backlog telling us exactly where the AI supercycle is heading next.
Everyone's obsessed with GPUs and memory as the AI bottleneck. But agentic AI changes the equation — and the overlooked component has two listed pure-plays with very different risk profiles.
KOSPI dropped 10% today with no war, no pandemic, no real bad news. Here's what actually happened.