Everything I see confirming this. The semi/DC infra / memory stuff is just tired at this point. Sure they will still have nice pops along the way but the only truly exciting and alpha generating thing to focus on when it comes to AI is not the long term build lit but the new regimes and companies directly benefitting or directly getting replaced by the daily innovations in the tasks the agents can accomplish. Things that weve seen recently and rapidly in muse beneficiaries like fsly and inod the new regime of cyber security currently i think inflection in human identity verification is coming and there will be new things developing weekly which will create massive opportunities on the long and short side far mlre exciting then modeling out DC leases etc