How to Find Stocks That Will Benefit From AI Generative AI

We've gone from a world where it can't get parts to a world where there are too many parts. And we've even seen recently some companies talk about earning speeds driven by lower component costs. So that's a kind of pendulum swing that is like from one problem with a different problem. But I think it's also true that, as you mentioned, inventory problems and there have been inventory problems, not just in components, but in finished goods right there were too many PCs in the channel that cost problems. The poster child for too many components in the channel is like micron where like everybody over ordered memory microns had a quarter where they were down like 50% to the top