SF Compute CEO @evanjconrad lays out his AI investment thesis: anything the models touch, you should buy "All that the models touch you should buy. Not financial advice, sir. You should basically assume that the models will go and be hooked up to a bunch of things. The moment they are hooked up, that thing is in shortage." "This happens with CPUs. Everything you think you can hook up a model to, if it is a real world commodity in any capacity, it immediately sells out. Whoever is the vendor…