🚀📊 AI chips are not a single-point opportunity, but an entire capital transmission chain. If you're still using "which company won this quarter" to understand AI, you're basically already behind. What's really happening is a multi-year torrent of capital flowing through a highly coupled, inseparable chip ecosystem. When you change your perspective, the question is no longer "who's rising fast," but rather: which links will repeatedly gain pricing power because they become bottlenecks. At the very upstream, it determines the physical limits and yield boundaries. Design tools and IP are not just software; they are the ticket to advanced processes...