u/TypicalAvgStudent

I’m trying to think one layer deeper.

What do you all think is the next true bottleneck sector for AI that is still cheap, overlooked, and early?

Not looking for the obvious mega caps. I mean the smaller, less crowded areas that AI/data center buildout cannot really scale without.

Examples of what I mean:

• cooling / thermal management
• power infrastructure / grid equipment
• optical networking / photonics
• specialty materials / rare earth
• testing / packaging / interconnect
• water / industrial support for data centers

Basically: what is the “picks and shovels” bottleneck that the market still isn’t fully pricing in yet?

Would love to hear:

• the sector
• why it’s a bottleneck
• why it’s still cheap
• and any small-cap / penny stock names worth researching

I’m trying to think one layer deeper.

What do you all think is the next true bottleneck sector for AI that is still cheap, overlooked, and early?

Not looking for the obvious mega caps. I mean the smaller, less crowded areas that AI/data center buildout cannot really scale without.

Examples of what I mean:

• cooling / thermal management
• power infrastructure / grid equipment
• optical networking / photonics
• specialty materials
• testing / packaging / interconnect
• water / industrial support for data centers

Basically: what is the “picks and shovels” bottleneck that the market still isn’t fully pricing in yet?

Would love to hear:

• the sector
• why it’s a bottleneck
• why it’s still cheap
• and any small-cap / penny stock names worth researching