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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…
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…
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
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 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…
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 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.
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’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 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.
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……
Why AI Could Drive Inflation Higher
In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds…
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 Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
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
One Stock to Buy on Oil’s Wild Swings… and Two More in the Wings
To help protect your portfolios during this Middle East conflict, I’d like to highlight a Fry’s Investment Report holding that should do well, regardless of whether oil surges to…
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.
Oil’s Plunge Sends a Market Signal
Is the war in Iran nearing its end?… tracking the volatility in oil… what happens if oil prices remain near $100… how will all this…
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.…
The Market Has Changed… Have You?
Stock market volatility is rising as algorithms react instantly to global events, forcing investors to rethink traditional strategies.
Keep Your Eyes on This Level
Oil soars past $100… stocks test support and hold – for now… how stage analysis can help you navigate this market… be careful about buying…
Iran Crisis Shakes Markets: 3 Top Stock Picks Right Now w/ Special Guest Jason Bodner
In this week’s Market Buzz episode, my friend and MoneyFlows co-founder Jason Bodner joins us to talk about the ongoing Iran conflict, how past geopolitical…
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