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Citrini Research Says Wall Street Missed The Next AI Trade And It Isn’t Nvidia
Citrini Research Says Wall Street Missed The Next AI Trade And It Isn’t Nvidia
May 12, 2026
The artificial intelligence boom may be reviving one of the market’s most troubled industrial sectors as demand for AI infrastructure begins absorbing the same supply chains originally built for electric vehicles. That is the central argument in a new Citrini Research semiconductor note published Tu

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