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Understand the AI supply chain NVIDIA sits in: from upstream manufacturing bottlenecks and NVIDIA's platform advantages, to the system infrastructure needed to turn compute into an "AI factory," to who is actually paying and whether that demand is healthy. You will learn to walk the chain link by link asking "where does the money come from, who is the bottleneck for whom, and who can set prices on whom," and turn that into a reusable judgment framework. The course covers only durable industry structure and reasoning methods — it recommends no individual stocks and predicts no buy or sell timing.