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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.
The Mag7 Trade Everyone Gave Up On
Magnificent Seven underperformed brutally this year while memory names ripped triple digits. But three of the seven still look mispriced to me — here's why the market may be missing their growth.
The AI Bottleneck Nobody's Watching
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.