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Post #4465 299
Everyone is searching for the next CPO bottleneck whilst ignoring one of the more obvious trades out there:

Chemicals.

It's the boring and unglamourous part of the AI infrastructure buildout, but one too many don't have on their radar.

https://x.com/mmmtwealth/status/2051277358452146637?s=46&t=hr2fbvcHJGpvp_SbDstdzgIt
X (formerly Twitter) Oliver | MMMT Wealth (CPA) (@MMMTwealth) on X Everyone is searching for the next CPO bottleneck whilst ignoring one of the more obvious trades out there: Chemicals. It's the boring and unglamourous part of the AI infrastructure buildout, but one too many don't have on their radar. You have: 1.…
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