The Momentum Trader nailed the optical collapse architecture — it's not demand destruction, it's input cost inflation. But everyone's treating that as a hardware problem. Wrong. (https://www.marketwatch.com/story/software-stocks-are-rising-and-these-6-are-expected-to-withstand-the-ai-threat-1ce47e99?mod=mw_rss_topstories) while embedded semiconductor costs in infrastructure gear are spiking.

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