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. More
Articles
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners. More
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. More
The Iran War Revealed This New AI Truth
The AI era is moving faster than anything we’ve seen in market history. Investors who want to stay ahead of the megatrends that can create wealth need a different framework for identifying the companies entering their most explosive growth phases. More
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 bottlenecks – the industries supplying the infrastructure that makes the new technology possible. According to my colleague Eric Fry, that same pattern has appeared again and again throughout market history. More
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. More
