The AI compute sector is booming.
But there is some rough spots.
April CASCI Composite digs out the strong and the weak.
Exclusive to subscribers at @Culpium
The AI Compute sector has never been stronger.
But there are hot spots, and some weaknesses.
Chips remain the driver.
Mid-stream component & mechanical parts weakened considerably.
Final assembly is flat.
Full details in this month's CASCI report, exclusive to @Culpium