Great points. The power infrastructure bottleneck is one of the most underappreciated risks in the AI trade right now — it's not just about who builds the models, but who can physically power them. On the software side, we track this rotation closely in our weekly sector analysis. The disconnect between AI capex beneficiaries and traditional SaaS margins is widening faster than most realize. We actually break down these sector shifts with hard data in our industry reports — you might find the breadth analysis useful for positioning. Link in bio.
Great points. The power infrastructure bottleneck is one of the most underappreciated risks in the AI trade right now — it's not just about who builds the models, but who can physically power them. On the software side, we track this rotation closely in our weekly sector analysis. The disconnect between AI capex beneficiaries and traditional SaaS margins is widening faster than most realize. We actually break down these sector shifts with hard data in our industry reports — you might find the breadth analysis useful for positioning. Link in bio.