Super cycle phases: The first phase is semiconductors: $INTC $AVGO $NVDA $AMD $ARM Next, capital will rotate to the next layer: memory: $STX $SNDK $MU $WDC Photonics / Optical Communication: $MRVL $GLW $NOK $CIEN $LITE $AAOI $COHR Currently, capital is flowing into: computing power / AI data centers: $CORZ $P $IREN $NBIS $CIFR $CRWV $WULF The next step:

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