Even your toilet is pumping on AI. 🚽👀 Japan’s toilet maker TOTO caught the AI bid just bc it makes ceramic electrostatic chucks for semis. Its stock is up ~30% since late 2025. GS flipped it from neutral to buy. very classic. this AI cycle isn’t just GPUs, you’ve got memory names like Sandisk, power plays like Iren, but the real curveballs are literally in your kitchen and bathroom your seasoning brand Ajinomoto is now mission-critical thanks to ABF and insulation materials for chip packaging. and your cleaning detergent Kao suddenly relevant bc cleaning is a critical part of semiconductor manufacturing. gold and silver squeezing on physical supply this year already told you the story.2026 is shaping up to be the year physics becomes the bottleneck. Don’t be shocked if one day your trash can, pipe, or insulation supplier randomly becomes an “AI infrastructure play.” the future isn’t built on vibes or narratives, it’s built on very unsexy objects.🤣