Cambrian Capital's @_Lonis_ explains why a $150 silicon wafer that turns into $22,000 worth of chips could be one of the biggest overlooked investment opportunities in AI: "We’re somewhat less interested in energy because there’s so much latent energy and so much latent tooling you can pull in." "The problem with the semi supply chain, the silicon, is that there’s no latent supply. Everything is almost in short supply. You have all these bidders for these very scarce inputs." "We like to go…