I keep asking myself: is the AI trade really slowing down, or is the money just moving? Chips like $NVDA and $AMD got most of the attention early. But the more I look at it, the more the chain makes sense: chips need data centres, data centres need huge amounts of energy, and all that spending eventually needs AI apps that can turn it into revenue. That’s the rotation I’m watching now: Chips → Energy → Applications. I still like semis, but I don’t want to miss where the next capital flow goes. I’ve been using BingX to keep an eye on the TradFi side too. Where do you think the next AI money goes? $ACE #Macro Insights# #Altcoin Season#