"I tried to find which AI infrastructure sector hasn’t already been fully repriced"

I’ve been trying to look at the AI trade from a slightly different angle.

A lot of the obvious AI infrastructure winners have already had huge moves. Optical networking, data center construction, cooling, and power equipment have all been bid up hard. So instead of asking “what is the next AI stock,” I wanted to ask a more boring question:

Which AI-linked sector has lagged the broader AI/growth trade over the last two years?

This is not meant to be a “best stocks to buy” list. It is just a re