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Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
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…
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…
AI Is Running Out of Memory
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…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
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 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.
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
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…
Stock Market Outlook: Why This Pullback May Already Be Over
A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.
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 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 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……
A $10 Trillion Shift Most Investors Will Miss
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…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market
As Wall Street turns volatile and selective in 2026, AI infrastructure stocks may offer the clearest edge. Here’s why chips, networking, and data-center plays could…
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 Moves in Four Stages — Here’s When to Move With It
For decades, investors were told to focus on fundamentals, buy great companies, and hold on for the long haul. That approach still has its place,…
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.
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.
Why “Just Hold” Doesn’t Feel Safe Anymore
For many years, investors were told to buy strong companies and hold them for the long run. In my experience, that approach can still work.…
As This Metal’s Prices Rise, This Company Stands to Profit
If the war continues to create a global aluminum shortage, mining companies could stand to benefit. Now, I am certainly not celebrating conflict in the…
The Businesses That AI Can’t Replace
The predictive “edge” Jonathan Rose is using today… watch for the “gaps”… our AI Revolution experts say more software pain is coming… where to hide…
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