EPISODE · May 28, 2026 · 28 MIN
Finding the Next Bottleneck: Why I Still Prefer the Nasdaq 100
from Rigatoni Capital Podcast · host Colin Santucci
Markets are catching a breather after the unbelievable run in semiconductors. This morning I talk about the people on social media getting filthy rich finding bottleneck plays in memory chips, refined rare earths, and nuclear, and whether that is skill, luck, or a little bit of both. Someone turned $700K into $20 million finding the right bottleneck and putting in the work. I am not dismissing that. But in the age of social media these stories get amplified in a way that makes it feel like everyone is getting rich when really it is a small number of people. I also cover Salesforce earnings, which beat across the board and announced the largest share buyback in company history, and the stock sold off anyway. That tells you everything you need to know about where the market stands on AI Disruption in software right now. And I close with my honest take: after everything I have seen this cycle, I wish the Nasdaq 100 was an even larger part of my portfolio.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Salesforce #CRM #Marvell #MRVL #Snowflake #SNOW #AIDisruption #SoftwareStocks #Bottleneck #Semiconductors #SMH #NVDA #LamResearch #LRCX #Palantir #PLTR #AppLovin #APP #stockanalysis #marketwatch #RigatoniCapital$CRM $MRVL $SNOW $NVDA $LRCX $PLTR $APP $QQQ $SMH
What this episode covers
Markets are catching a breather after the unbelievable run in semiconductors. This morning I talk about the people on social media getting filthy rich finding bottleneck plays in memory chips, refined rare earths, and nuclear, and whether that is skill, luck, or a little bit of both. Someone turned $700K into $20 million finding the right bottleneck and putting in the work. I am not dismissing that. But in the age of social media these stories get amplified in a way that makes it feel like everyone is getting rich when really it is a small number of people. I also cover Salesforce earnings, which beat across the board and announced the largest share buyback in company history, and the stock sold off anyway. That tells you everything you need to know about where the market stands on AI Disruption in software right now. And I close with my honest take: after everything I have seen this cycle, I wish the Nasdaq 100 was an even larger part of my portfolio.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Salesforce #CRM #Marvell #MRVL #Snowflake #SNOW #AIDisruption #SoftwareStocks #Bottleneck #Semiconductors #SMH #NVDA #LamResearch #LRCX #Palantir #PLTR #AppLovin #APP #stockanalysis #marketwatch #RigatoniCapital$CRM $MRVL $SNOW $NVDA $LRCX $PLTR $APP $QQQ $SMH
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Finding the Next Bottleneck: Why I Still Prefer the Nasdaq 100
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