AI INFRASTRUCTURE — FOLLOW THE MONEY The AI trade is getting broader. I’m watching $NVDA, $AVGO, $AMZN and $MU as capital continues moving across GPUs, custom a

AI INFRASTRUCTURE — FOLLOW THE MONEY The AI trade is getting broader. I’m watching $NVDA, $AVGO, $AMZN and $MU as capital continues moving across GPUs, custom accelerators, cloud infrastructure and memory. My framework is simple: Compute → Networking → Memory → Cloud → Monetization I still prefer bu…