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maxwon
06-02
Check $PATH
Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck
maxwon
01-13
$SEALSQ Corp(LAES)$
maxwon
01-13
$SEALSQ Corp(LAES)$
maxwon
01-13
$Draganfly Inc(DPRO)$
$40
maxwon
01-05
$SEALSQ Corp(LAES)$
maxwon
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/
maxwon
2025-10-28
$Draganfly Inc(DPRO)$
$Palantir
maxwon
2025-10-27
$Draganfly Inc(DPRO)$
maxwon
2025-10-23
$Datavault AI Inc.(DVLT)$
maxwon
2025-10-23
$Datavault AI Inc.(DVLT)$
maxwon
2025-10-23
$SEALSQ Corp(LAES)$
$15 - 20
maxwon
2025-10-22
$Datavault AI Inc.(DVLT)$
maxwon
2025-10-21
$Creative Realities, Inc.(CREX)$
maxwon
2025-10-21
$Datavault AI Inc.(DVLT)$
maxwon
2025-10-20
$Datavault AI Inc.(DVLT)$
https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin]
maxwon
2025-10-16
$Creative Realities, Inc.(CREX)$
🤑🤑🤑🤑🤑
maxwon
2025-10-16
$Veritone Inc.(VERI)$
😭😭😭😭😭😭
maxwon
2025-10-16
$Creative Realities, Inc.(CREX)$
🤑🤑🤑🤑🤑🤑
maxwon
2025-10-16
$YieldMax Magnificent 7 Fund of Option Income ETF(YMAG)$
total stocks keep going up they selling open market , this will crash like ULTY
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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 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'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 "the scale, expertise, and access to supply the critical components that keep the AI economy running," 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;\">"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."</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;\">"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."</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'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 "the scale, expertise, and access to supply the critical components that keep the AI economy running," 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;\">"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."</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;\">"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."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1721427968.SGD":"BNP PARIBAS AQUA \"CRH\" (SGDHDG) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","COHX":"Tradr 2X Long COHR Daily ETF","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","COHR":"Coherent","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4532":"文艺复兴科技持仓","BK4148":"电子元件","AVGG":"2倍做多AVGO ETF-Leverage Shares","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BK4141":"半导体产品","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","AVGU":"2倍做多AVGO ETF-GraniteShares","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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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 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$40","images":[{"img":"https://community-static.tradeup.com/news/bbded7f339466291e290c20d79837434","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521171697628496","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":518372607549536,"gmtCreate":1767578804000,"gmtModify":1767578806672,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$ </a> ","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$ </a> ","text":"$SEALSQ 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Inc.(DVLT)$","images":[{"img":"https://community-static.tradeup.com/news/79b01e761600babc1b1acdd35c4f8329","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492372300509216","isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492276225704432,"gmtCreate":1761207273340,"gmtModify":1761207275657,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> ","listText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> ","text":"$Datavault AI Inc.(DVLT)$","images":[{"img":"https://community-static.tradeup.com/news/62cc7179b41d36fcf583cade82704963","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492276225704432","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492177030824200,"gmtCreate":1761183054056,"gmtModify":1761183057126,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$ </a> $15 - 20","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$ </a> $15 - 20","text":"$SEALSQ Corp(LAES)$ $15 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Inc.(DVLT)$","images":[{"img":"https://community-static.tradeup.com/news/dfbf49a1fe44b7776fa6c0ebe2cc5dbb","width":"1080","height":"449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/491692622913568","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491677357527792,"gmtCreate":1761061058280,"gmtModify":1761061060717,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a> ","listText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a> ","text":"$Creative Realities, Inc.(CREX)$","images":[{"img":"https://community-static.tradeup.com/news/2af69a249392e5710d84449b88e9cf6a","width":"1080","height":"1006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/491677357527792","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491451645690008,"gmtCreate":1761005871523,"gmtModify":1761005874249,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> ","listText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> ","text":"$Datavault AI Inc.(DVLT)$","images":[{"img":"https://community-static.tradeup.com/news/754ab0099be4e44a272ca452ff29945e","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/491451645690008","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491295248364312,"gmtCreate":1760967771988,"gmtModify":1760968038603,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin] ","listText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin] ","text":"$Datavault AI Inc.(DVLT)$ https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/491295248364312","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4222896921603512","authorId":"4222896921603512","name":"Avier Ng","avatar":"https://community-static.tradeup.com/news/f05b53db9e6830fb0f29bd4f181801c8","crmLevel":12,"crmLevelSwitch":0,"idStr":"4222896921603512","authorIdStr":"4222896921603512"},"content":"Gpt the company history..you will be shock","text":"Gpt the company history..you will be shock","html":"Gpt the company history..you will be shock"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":489874338566432,"gmtCreate":1760621617776,"gmtModify":1760621716840,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a> 🤑🤑🤑🤑🤑","listText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a> 🤑🤑🤑🤑🤑","text":"$Creative Realities, Inc.(CREX)$ 🤑🤑🤑🤑🤑","images":[{"img":"https://community-static.tradeup.com/news/061e5c7a2584d6bf5d91f65949a1e18d","width":"1039","height":"742"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489874338566432","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489871522930776,"gmtCreate":1760620814793,"gmtModify":1760621528338,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VERI\">$Veritone Inc.(VERI)$ </a> 😭😭😭😭😭😭","listText":"<a href=\"https://ttm.financial/S/VERI\">$Veritone Inc.(VERI)$ </a> 😭😭😭😭😭😭","text":"$Veritone Inc.(VERI)$ 😭😭😭😭😭😭","images":[{"img":"https://community-static.tradeup.com/news/f15d919b3a2090bbe4735c1e4784c356","width":"1080","height":"958"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489871522930776","isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489866385953336,"gmtCreate":1760619686026,"gmtModify":1760620614537,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a> 🤑🤑🤑🤑🤑🤑","listText":"<a href=\"https://ttm.financial/S/CREX\">$Creative Realities, Inc.(CREX)$ </a> 🤑🤑🤑🤑🤑🤑","text":"$Creative Realities, Inc.(CREX)$ 🤑🤑🤑🤑🤑🤑","images":[{"img":"https://community-static.tradeup.com/news/146867347449bb5e1b299e22aeeea753","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489866385953336","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489672135283344,"gmtCreate":1760572145188,"gmtModify":1760577066285,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178361936673962","authorIdStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/YMAG\">$YieldMax Magnificent 7 Fund of Option Income ETF(YMAG)$ </a> total stocks keep going up they selling open market , this will crash like ULTY","listText":"<a href=\"https://ttm.financial/S/YMAG\">$YieldMax Magnificent 7 Fund of Option Income ETF(YMAG)$ </a> total stocks keep going up they selling open market , this will crash like ULTY","text":"$YieldMax Magnificent 7 Fund of Option Income ETF(YMAG)$ total stocks keep going up they selling open market , this will crash like ULTY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489672135283344","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":491295248364312,"gmtCreate":1760967771988,"gmtModify":1760968038603,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin] ","listText":"<a href=\"https://ttm.financial/S/DVLT\">$Datavault AI Inc.(DVLT)$ </a> https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin] ","text":"$Datavault AI Inc.(DVLT)$ https://youtu.be/jQarRddndbM?si=PJGhakdMKuFfQMsM If you watch this video about Datavault [Allin] [Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/491295248364312","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4222896921603512","authorId":"4222896921603512","name":"Avier Ng","avatar":"https://community-static.tradeup.com/news/f05b53db9e6830fb0f29bd4f181801c8","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4222896921603512","idStr":"4222896921603512"},"content":"Gpt the company history..you will be shock","text":"Gpt the company history..you will be shock","html":"Gpt the company history..you will be shock"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492177030824200,"gmtCreate":1761183054056,"gmtModify":1761183057126,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$ </a> $15 - 20","listText":"<a href=\"https://ttm.financial/S/LAES\">$SEALSQ Corp(LAES)$ </a> $15 - 20","text":"$SEALSQ Corp(LAES)$ $15 - 20","images":[{"img":"https://community-static.tradeup.com/news/7b87f68c21c545d38770416de0c86194","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492177030824200","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494909151928904,"gmtCreate":1761858236447,"gmtModify":1761861475211,"author":{"id":"4178361936673962","authorId":"4178361936673962","name":"maxwon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178361936673962","idStr":"4178361936673962"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a> FCC clears path to retroactively ban DJI drones in the US https://dronedj.com/2025/10/29/dji-drone-ban-fcc-us/","listText":"<a href=\"https://ttm.financial/S/DPRO\">$Draganfly Inc(DPRO)$ </a> FCC clears path to retroactively ban DJI drones in the US 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":1284,"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":11,"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'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 "the scale, expertise, and access to supply the critical components that keep the AI economy running," 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;\">"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."</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;\">"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."</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'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 "the scale, expertise, and access to supply the critical components that keep the AI economy running," 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;\">"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."</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;\">"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."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1721427968.SGD":"BNP PARIBAS AQUA \"CRH\" (SGDHDG) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","COHX":"Tradr 2X Long COHR Daily ETF","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","COHR":"Coherent","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4532":"文艺复兴科技持仓","BK4148":"电子元件","AVGG":"2倍做多AVGO ETF-Leverage Shares","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BK4141":"半导体产品","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","AVGU":"2倍做多AVGO ETF-GraniteShares","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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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 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