The answer is **A**. Investors sold the "Builders" (Google, Meta) and bought the "Dealers" (Applied Materials, Nvidia). Wall Street has done the math. Selling shovels is a business with high margins. Digging for gold is currently just a gambling addiction. To fix this math problem, Big Tech needs the smartest humans to build better models. But the FTC and DOJ have effectively banned major tech mergers. You cannot buy your competitor.