The headline from the Lochmiller class is the $650B capex number. However, the part to remember is the $60M per megawatt math underneath it.- 30M of every $60M goes to GPUs ( NVDA at ~80% gross margin). The other $30M is the part the market chronically underweights:- 20M building + power plant. That's where $GEV, gas turbines, transformers ( HPS.A), $EQT for the gas itself, and $VRT for cooling all get paid.- 4M networking. $COHR $LITE for current 800G/1.6T cycle, $SIVE upstream for Gen 3 CPO th
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