Serious Question: Are We Looking In The Wrong Place For The Next Big Winners?

I spent most of the last few years focused on technology stocks. AI, semiconductors, cloud computing, software, cybersecurity. The usual names that dominate financial media and social platforms. Lately though, I've started wondering whether the market is overlooking something much simpler. The physical economy. Think about what has to happen before a single AI model can generate a response. A data center has to be built. Power generation has to exist. Transmission infrastructure has to connect everything. T