The cleanest setup on the board today isn’t a small-cap moonshot — it’s **IBM**, the mainframe dinosaur that nobody invited to the AI party. Relative strength 90, climbing at +4.3 points a day, and a volume reading **3.5x its normal session** as institutions hit the bid in real time. Meanwhile semiconductors have gone full mania — every name up 50% to 1…
# AI Infrastructure Is Eating Everything — Where to Hide and Where to Hunt — May 22, 2026
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