Spot on. $SNDK crushed it by unlocking the real AI bottleneck—not just storage, but the full constraint stack. Next wave hits data flow, power efficiency, and interconnects hardest. $ETN powers the grid side, $ARM drives efficient silicon, $VRT handles the data center buildout, $COHR pushes optical links. Whoever cracks these first gets the next 300% leg. Solid call. 💪
