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As we noted yesterday, Digest writer Jeff Remsburg is on vacation this week. So, we’ve invited some of InvestorPlace’s top analysts to share the ideas they’re most excited about right now.
Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies for AI now limited, Eric believes the businesses that will come out on top are the less-obvious suppliers of the irreplaceable pieces the entire industry needs. Below, he identifies two of the three main bottlenecks affecting AI and the kinds of companies that could become major winners.
For more on his investing framework and to discover more than a dozen stock tickers Eric is watching, watch his new free Market Shock presentation here.
Take it away, Eric.
