As semiconductor stocks slump, one AI-adjacent sector is thriving — and these are the stocks to buy
THE SO WHAT
Public markets are already rotating from pure compute exposure into AI-adjacent picks-and-shovels — the cash-flow beneficiaries of AI capex rather than the chip designers themselves. Operators in those adjacencies should expect more scrutiny on operating leverage and less patience for "AI story" narratives without clear demand linkage.
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