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The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
2 Stocks to Buy to “Future-Proof” Your Portfolio
At its core, the former gatekeepers of AI technologies are quickly seeing their dominance vanish… some from supply chains catching up, and others due to…
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped…
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
The Market Has Changed… Have You?
Stock market volatility is rising as algorithms react instantly to global events, forcing investors to rethink traditional strategies.
What Smart Money Knows and a Broker Would Never Tell You
Why momentum investing often outperforms buy-and-hold – and how stage analysis identifies breakout stocks early.
70% of Trades Are Now Machines. Here’s How to Beat Them.
If the market feels harder to read lately… you’re not imagining it. Its character has changed. My colleague Luke Lango explains why today’s volatility is…
When Algorithms Control the Market, Patience Isn’t Enough
In this kind of market, simply buying a great company and waiting can still work. But it often requires patience and the ability to ride…
Volatility Is the New Normal. Breakouts Are the Edge.
In today’s Friday Digest takeover, our hypergrowth expert Luke Lango explains why modern markets behave differently than they did even a decade ago. With algorithms…
The AI Boom Just Hit Its Next Bottleneck
Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…
Front-Running Federal Investment: The Next Strategic Stocks
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
The AI Boom’s Dirty Secret
Before anyone had heard of ChatGPT or the AI revolution that has come to dominate the market, Nvidia (NVDA) was already a successful company best…
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
This 1990s Supply Shortage Created 800% Gains – It’s Happening Again
In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result…
The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from…
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
Good CPI Numbers…Are Irrelevant
CPI data comes in as expected… unfortunately, it’s already outdated… aluminum is jumping… how to play it… Alcoa looks like it’s headed for a breakout
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates……
Everyone’s Watching the Wrong Part of AI
In today’s Smart Money, let’s walk you through some emerging bottlenecks in AI, and I’ll show you why they could determine which companies win the next phase of the AI boom.
JPMorgan’s Quiet Warning About AI
JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why caution is the right response……
AI Broke the Digital Economy – And Almost Nobody Has Noticed
AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking…
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race.
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