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2025-10-20

$Datavault AI Inc.(DVLT)$ https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin]

2025-10-23

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2025-10-31

$Draganfly Inc(DPRO)$ FCC clears path to retroactively ban DJI drones in the US https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/

06-02

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Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck

01-05

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01-13

$SEALSQ Corp(LAES)$

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2025-10-27

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$PATH","listText":"Check $PATH","text":"Check $PATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570568736986256","repostId":"2640932532","repostType":2,"repost":{"id":"2640932532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780306927,"share":"https://ttm.financial/m/news/2640932532?lang=en_US&edition=fundamental","pubTime":"2026-06-01 17:42","market":"us","language":"en","title":"Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck","url":"https://stock-news.laohu8.com/highlight/detail?id=2640932532","media":"Dow Jones","summary":"The artificial intelligence bottleneck is the most important theme in the stock market, right 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Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.</p><p style=\"text-align: left;\">The bottleneck theme includes just a handful of companies with &#34;the scale, expertise, and access to supply the critical components that keep the AI economy running,&#34; they added.</p><p style=\"text-align: left;\">Supply constraints are most acute in high-bandwidth memory chips, dominated by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.</p><p style=\"text-align: left;\">&#34;These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.&#34;</p><p style=\"text-align: left;\">All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.</p><p style=\"text-align: left;\">But the cohort could be in for even more gains if the supply shortages persist.</p><p style=\"text-align: left;\">&#34;Investors are shifting focus from capex spenders to firms that control these bottlenecks,&#34; the analysts added. &#34;In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron and 6 Other Stocks Set to Win Big From the AI Bottleneck\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-01 17:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The artificial intelligence bottleneck is the most important theme in the stock market, right now.</p><p style=\"text-align: left;\">That&#39;s the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.</p><p style=\"text-align: left;\">The bottleneck theme includes just a handful of companies with &#34;the scale, expertise, and access to supply the critical components that keep the AI economy running,&#34; they added.</p><p style=\"text-align: left;\">Supply constraints are most acute in high-bandwidth memory chips, dominated by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.</p><p style=\"text-align: left;\">&#34;These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.&#34;</p><p style=\"text-align: left;\">All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.</p><p style=\"text-align: left;\">But the cohort could be in for even more gains if the supply shortages persist.</p><p style=\"text-align: left;\">&#34;Investors are shifting focus from capex spenders to firms that control these bottlenecks,&#34; the analysts added. &#34;In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1069344957.HKD":"AB SICAV I - 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Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.The bottleneck theme includes just a handful of companies with \"the scale, expertise, and access to supply the critical components that keep the AI economy running,\" they added.Supply constraints are most acute in high-bandwidth memory chips, dominated by SK Hynix, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.\"These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.\"All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.But the cohort could be in for even more gains if the supply shortages persist.\"Investors are shifting focus from capex spenders to firms that control these bottlenecks,\" the analysts added. \"In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.\"","news_type":1,"symbols_score_info":{"AVGG":0.6,"MUD":0.6,"AVGO":1.88,"AVGU":0.6,"MUU":0.6,"AVGW":0.6,"AVL":0.6,"AVS":0.6,"COHX":0.6,"COHR":1.87,"AVGX":0.6,"VRTL":0.6,"MULL":0.6,"MU":1.95,"VRT":1.87}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521309219284232,"gmtCreate":1768312093638,"gmtModify":1768312095401,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$SEALSQ Corp(LAES)$","images":[{"img":"https://community-static.tradeup.com/news/896c216b284f3f24f8e27d30e1ecc8c6","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521309219284232","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":521309331403248,"gmtCreate":1768312075391,"gmtModify":1768312077869,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp;","text":"$SEALSQ Corp(LAES)$","images":[{"img":"https://community-static.tradeup.com/news/896c216b284f3f24f8e27d30e1ecc8c6","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521309331403248","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":521171697628496,"gmtCreate":1768267516251,"gmtModify":1768267519123,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp; 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$15 - 20","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$&nbsp;</a>&nbsp; $15 - 20","text":"$SEALSQ Corp(LAES)$ $15 - 20","images":[{"img":"https://community-static.tradeup.com/news/7b87f68c21c545d38770416de0c86194","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492177030824200","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494909151928904,"gmtCreate":1761858236447,"gmtModify":1761861475211,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp; FCC clears path to retroactively ban DJI drones in the US&nbsp; https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/","listText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a>&nbsp; FCC clears path to retroactively ban DJI drones in the US&nbsp; https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/","text":"$Draganfly Inc(DPRO)$ FCC clears path to retroactively ban DJI drones in the US https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494909151928904","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570568736986256,"gmtCreate":1780330827035,"gmtModify":1780330829907,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"Check $PATH","listText":"Check $PATH","text":"Check $PATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570568736986256","repostId":"2640932532","repostType":2,"repost":{"id":"2640932532","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780306927,"share":"https://ttm.financial/m/news/2640932532?lang=en_US&edition=fundamental","pubTime":"2026-06-01 17:42","market":"us","language":"en","title":"Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck","url":"https://stock-news.laohu8.com/highlight/detail?id=2640932532","media":"Dow Jones","summary":"The artificial intelligence bottleneck is the most important theme in the stock market, right now.That's the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.The bottleneck theme includes just a handful of companies with \"the scale, expertise, and access to supply the critical components that keep the AI economy running,\" they added.Supply constraints are most acute in high-bandwidth memory chips, dominated by SK Hynix, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.\"These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.\". All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has","content":"<html><head></head><body><p style=\"text-align: left;\">The artificial intelligence bottleneck is the most important theme in the stock market, right now.</p><p style=\"text-align: left;\">That&#39;s the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.</p><p style=\"text-align: left;\">The bottleneck theme includes just a handful of companies with &#34;the scale, expertise, and access to supply the critical components that keep the AI economy running,&#34; they added.</p><p style=\"text-align: left;\">Supply constraints are most acute in high-bandwidth memory chips, dominated by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.</p><p style=\"text-align: left;\">&#34;These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.&#34;</p><p style=\"text-align: left;\">All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.</p><p style=\"text-align: left;\">But the cohort could be in for even more gains if the supply shortages persist.</p><p style=\"text-align: left;\">&#34;Investors are shifting focus from capex spenders to firms that control these bottlenecks,&#34; the analysts added. &#34;In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron and 6 Other Stocks Set to Win Big From the AI Bottleneck\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-01 17:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The artificial intelligence bottleneck is the most important theme in the stock market, right now.</p><p style=\"text-align: left;\">That&#39;s the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.</p><p style=\"text-align: left;\">The bottleneck theme includes just a handful of companies with &#34;the scale, expertise, and access to supply the critical components that keep the AI economy running,&#34; they added.</p><p style=\"text-align: left;\">Supply constraints are most acute in high-bandwidth memory chips, dominated by <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure.</p><p style=\"text-align: left;\">&#34;These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.&#34;</p><p style=\"text-align: left;\">All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has climbed more than 100%. Data-center equipment maker Vertiv and optical networking company Coherent have almost doubled, while semiconductor giant Broadcom is up around 30% in 2026.</p><p style=\"text-align: left;\">But the cohort could be in for even more gains if the supply shortages persist.</p><p style=\"text-align: left;\">&#34;Investors are shifting focus from capex spenders to firms that control these bottlenecks,&#34; the analysts added. &#34;In this cycle, the real winners will be those who own the bottleneck, as relentless demand turns scarcity into outsized returns.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1069344957.HKD":"AB SICAV I - 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