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Mark Lehmann 5.0 2 ideas

Global Head, Public Affairs, Citadel
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SRVR
Pacer Data & Infrastructure Real Estate ETF
The data center narrative has exploded, driven by massive investment in AI infrastructure. This is a transformative, long-term cycle comparable to the building of railroads in the 1890s, not just a late-90s tech bubble. The market is beginning to price in this structural shift.
Other  · Apr 20 · YOUTUBE
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LONG HIGH
SMH
VanEck Semiconductor ETF
The data center narrative has exploded, driven by massive investment in AI infrastructure. This is a transformative, long-term cycle comparable to the building of railroads in the 1890s, not just a late-90s tech bubble. The market is beginning to price in this structural shift.
AI/Semi  · Apr 20 · YOUTUBE
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LONG HIGH
Positions
TickerDirEntryP&LDate
SRVR LONG $35.12 Apr 20
SMH LONG $461.46 Apr 20
▶ YouTube Bloomberg Surveillance 4/20/2026
Data center and AI infrastructure boom is huge.
The data center narrative has exploded, driven by massive investment in AI infrastructure. This is a transformative, long-term cycle comparable to the building of railroads in the 1890s, not just a late-90s tech bubble. The market is beginning to price in this structural shift.
SRVR SMH HIGH Bloomberg Markets Apr 20, 16:19
Mark Lehmann
Global Head, Public...
Mark Lehmann (Global Head, Public Affairs, Citadel) | 2 trade ideas tracked | SMH, SRVR | YouTube | Buzzberg