The investment logic is interconnected One is to grasp the rhythm of rotation Secondly, focus on the leading figures AI US stocks are the same now Buy Nvidia, GPU, and computing power in the market ahead Later on, funds began to spread towards the lower layers of AI data centers Because AI really needs to keep running Having chips alone is not enough Data needs to be stored The machine needs to be connected Cluster needs to transmit The computer room needs power supply and heat dissipation Each track leader looks at four lines Store and view MU. M and SNDK. M Optical Communication Viewing COHR. M Looking at VRT. M for Power Cooling High speed interconnection watch ALAB. M Logical Direct The more AI training and reasoning, the more data, and the stronger the storage requirements The larger the AI cluster, the more important the data transmission between servers The denser the computer room, the more electricity, liquid cooling America、 The more critical the infrastructure such as cabinets is We need to see where the funds turn and who is stuck in the real bottleneck Coincidentally, @ MSX_CN's AI infrastructure gold rush season is on this line The event brings together storage, optical communication, AI servers, data center power cooling, high-speed interconnection, semiconductor equipment, and other directions The total prize pool for the event is 40000 USDT The time is from 00:00 on July 6, 2026 to 23:59 on July 17, 2026, UTC+0 No need to register During the event, trading designated spot or contract assets that meet the task requirements will be automatically included in the statistics 1/Exclusive gift for new customers Newly registered users who complete their first trading task can receive a maximum of 10 USDT contract experience gold The first transaction amount of spot goods reaches 100 USDT, get 5 USDT contract experience gold If the first transaction amount of the contract reaches 1000 USDT, receive a 5 USDT contract experience bonus 2/Spot Trading Challenge Trade designated spot assets and participate in the 30000 USDT contract experience gold pool based on the cumulative trading amount Individuals with a transaction amount of 10000 USDT can participate in the Lv5 prize pool Single user up to 300 USDT contract experience fee 3/Contract Advancement Challenge Trade designated contract assets and qualify for rewards based on cumulative transaction amounts The prize pool is a MU. M US stock token worth 5000 USDT Single player up to 100 USDT equivalent to MU. M Note that the transaction amount generated by the contract experience fee is not included in the activity statistics Don't look too scattered this time The AI mainline is still there, just spinning from GPU to storage, transmission, interconnection, and power cooling Look at the wheel movement, look at the dragon head, look at the real bottleneck @MSX_CN enables the free circulation of high-quality assets Entrance https://(msx. com)/? code=Hl6B41