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

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This episode was published on May 27, 2026.

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