AI Bottlenecks and Market Strain

The market keeps celebrating AI, but the real story is constraint. Memory is tight, power is tighter, and a lot of this rally is being carried by a very small set of names.HBM shortage and memory pricingTrillion-dollar chip namesNarrow breadth and overextensionAI capex and the real bottleneckPower plays: TerraWolf and Applied DigitalSoftware split and cyber re-ratingPassive flows, SpaceX, and governanceRobinhood agents and prediction market jurisdictionOil, shipping, and consumer crosscurrentsHousing and small-cap riskWhat to watch nextThis podcast was created with Podkey. Make your own at https://podkey.fm