Markets rarely move at random. InvestorPlace’s leading analysts break down macro trends, sector dynamics, and recurring market patterns to help investors understand what is changing, what matters most, and where opportunities may emerge.
Beneath the surface of the AI boom, a series of hidden supply bottlenecks is beginning to tighten. And unlike interest rates or inflation data, which tell you what already happened, these bottlenecks are shaping what happens next.
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding again.
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One place this is already showing up is in memory. My colleague Eric Fry believes this could become one of the most important factors in the next phase of the AI boom.
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of our time, and why the biggest profits in the next phase of this boom may go not just to the household names, but also to the companies controlling the key bottlenecks.
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since 2024. Today, I’d like to show you why this rush into USO – and the way retail investors are playing oil in general – could be a mistake. Then, I’ll explain why your attention should be pointed elsewhere. It’s an investing approach you won’t regret.
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… another red flag in private credit… “follow the money” into AI bottlenecks
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand for its memory chips soars. The memory-chip shortage shows no signs of easing, with the tech industry’s top players spending record sums to stay competitive in the AI race. That means memory companies could be among the next wave of AI stock winners.
The S&P is stuck in neutral… one corner of the market that’s soaring… the other lucrative bottlenecks… financials are warning us… when is Bitcoin a “buy”?
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 at AI the wrong way right now. I completely agree.
I thought I was one of only a few contrarian voices speaking about AI’s emerging bottlenecks. But I’m actually joined by a growing chorus of voices behind Wall Street’s closed doors.
In this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the recent slowdown in consumer spending – and why seasonal factors, like winter weather, may be playing a role.
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 keeps urging investors to look at copper… how to take advantage of bottlenecks
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for running them, as they have fewer powerful cores than GPUs when running consecutive general-purpose tasks. And Nvidia is once again ready to profit from this shift.
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 was a classic supply bottleneck. From 1998 to 2001, I recommended four mining stocks to my readers that went on to generate remarkable gains. And this same bottleneck is happening again.
By
Thomas Yeung, CFA, InvestorPlace Markets Analyst
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 itself.
