Closelooknet's sector-leadership rotation framework tied to NVIDIA's GPU generation phases: Dawn, Early Ramp, Mid, Sunset.
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Generation Rotation is Closelooknet's framework mapping sector leadership to NVIDIA's GPU generation phases — Dawn, Early Ramp, Mid, and Sunset — where different parts of the supply chain lead at each stage. It provides a calendar-aware lens on which build-out layer to favor as a generation matures. See Generation Rotation 101.