Fujikura's explosive growth tells you something about where the market's headed. Their stock is up 1,400% in just two years—driven entirely by the global surge in data center construction. Servers are hungry. Really hungry. But here's the catch: even with demand through the roof, Fujikura can't manufacture cable fast enough to meet orders. It's a classic supply crunch. When infrastructure can't keep pace with demand, that's usually a leading indicator. The network expansion we're seeing isn't slowing down anytime soon.