Crypto-AI Convergence Buildout

The idea

I believe crypto and AI are converging into one infrastructure buildout, and the real winners are the suppliers serving both, not whichever chain or model wins. So this basket owns the picks and shovels: chips and networking gear, the power and grid equipment that's become the real bottleneck, data center landlords, and the exchanges and stablecoin rails where token economics flow. It leans on large-cap suppliers as the core, with power and rails as the higher-conviction edge, and keeps a modest cash reserve to add on weakness over what I see as a decade-long build.