Jensen Huang just laid out the 5-layer stack powering the Al supercycle. Here's the full Al value chain: Energy SCEG $VST $SOKLO $BE $GEV 2 Chips & Computing SN

Jensen Huang just laid out the 5-layer stack powering the Al supercycle. Here's the full Al value chain: Energy SCEG $VST $SOKLO $BE $GEV 2 Chips & Computing SNVDA $AMD $AVGO SMU $SNDK 3 Cloud & Data Centers SNBIS $IREN $CRWV $APLD $DOCN 4 Al Models SMSFT SGOOGL $META $AMZN $ORCL 5 Applications SPLT…