The AI trade has two phases. Most people still own the first one. While the data centres go up, Lance Roberts wants the infrastructure. Power, cooling, Caterpillar, Vertiv. That runs to 2028. Phase
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Loading velocity curve…
—Views / houraverage velocity since it published
—Peak velocitythe hottest sustained views/hr it ever hit
—vs. their normalpace relative to this creator's own baseline
—Engagementlikes per view — real engagement is hard to fake
—Agehow early Slope caught this surge