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The attention stack in equity markets has its own form of congestion.
CNBC host Jim Cramer argued this week that investors have tilted too heavily toward AI stocks, and that compelling opportunities are sitting in other parts of the market, underexplored.
The AI data-center trade has held the center of the tech investing narrative for an extended period.
Chip supply chains, power delivery infrastructure, networking capacity, and hyperscaler capital plans have each been analyzed in considerable depth.
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