💥⚙️I've dissected this "AI 8-layer structure diagram" again. What it really conveys is not a stock list, but how AI is reconnecting the entire physical world into a value chain. Many are still stuck in the "buy computing power, buy models" phase, but the real-world AI boom is essentially a systematic project spanning energy, manufacturing, electricity, and infrastructure. Layer 1: Chips. $NVIDIA(NVDA.US), $AMD(AMD.US), $ASML(ASML.US), $Arm(ARM.US), $Broadcom(AVGO.US) determine the "upper limit of AI's thinking speed." This layer is the most familiar to everyone and also the most crowded...