Excellent deep-dive into the 'hidden' winners of the AI revolution. While most of the market is focused on LLMs and GPU manufacturers, this article correctly identifies that the physical interconnects and analog-to-digital signal chains are the true bottlenecks of the AI era. Great use of Zacks' quantitative metrics to back up the fundamental growth story of Amphenol and Analog Devices. This is exactly the kind of sector-specific insight that helps diversify a tech-heavy portfolio!

A timely and excellent analysis of the dynamics of the memory market. Your explanation of the 3-to-1 production ratio between HBM and conventional RAM gives much-needed insight into why, despite overall production growth, consumer electronics are struggling. Such a direct link between the specific price increases affecting the typical PC builder and the demand for AI in enterprises is uncommon. An extremely well-researched article that strikes a balance between useful consumer impact and financial data!