The market is missing a fundamental shift in AI infrastructure dynamics that will separate the next cycle's winners from today's darlings. While consensus obsesses over training compute, the real bottleneck is emerging in memory, networking, and specialized inference chips. Micron's sold-out capacity through 2026 signals a supply crunch that will benefit memory leaders while punishing compute-heavy players facing commoditization pressure. Meanwhile, Oracle's forced balance sheet restructuring th...
Alpha Clusters
Netflix: The AI Content Optimization Winner
Multiple signals converge on Netflix as the paradoxical winner in the streaming wars. While competitors destroy value through expensive M&A, Netflix maintains its disruptor culture advantage and focuses on AI-driven content optimization and global distribution scale. The company benefits from the AI advertising arms race while avoiding the distraction of integration challenges that plague legacy media consolidation plays.
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