Investors Look Beyond Chips For Next Big Thing in Tech

• Investors are finally recognizing the significant impact and potential of the AI trade on the market.
• Supply chain shortages in memory and optical components are becoming evident, with token pricing expected to double.
• Alger holds a significant position in SpaceX, believing it to be a unique business with strong long-term appreciation prospects.

The discussion highlights the market's growing understanding of the AI trade's significance, leading to increased demand and supply chain pressures for components like memory and optical. Ankur Crawford expresses a very bullish long-term view on SpaceX, citing its unique business model and potential for significant appreciation over the next three to five years, despite short-term trading volatility.