RJ Hamster
RJ Hamster
RJ Hamster
RJ Hamster
Have you heard of “gold skimming”?
Editor’s Note: Our colleague, the former $900 million hedge fund manager Larry Benedict, has discovered a way to make money from gold… WITHOUT buying a single ounce. Read on to learn more…
Dear Reader,
A former hedge fund manager has discovered a unique way to pull cash from the gold markets.
He calls it “Gold Skimming.”
It has nothing to do with mining, panning, or buying gold in any form.
But it’s handing regular people the chance at payouts like $2,975… $3,781… and even $6,786, sometimes in just one day.
If you’re skeptical, I understand…
That’s why he’s put together a short, step-by-step walkthrough. In a few short minutes, you’ll see:
- What Gold Skimming actually is – and why it works whether gold goes up or down.
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Gold has nearly doubled over the past year, which makes skimming more valuable than ever.
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Regards,
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Host, Gold Skimming
FEATURED ARTICLE
Why quantum stocks are suddenly moving
This came out of nowhere.
Or at least it felt that way.
One day it’s all AI chips and data centers… next thing you know, quantum names are ripping like it’s 2021 again.
IonQ (IONQ)
Rigetti Computing (RGTI)
Both catching strong bids. Fast.
At first glance, it looks like another rotation. The kind that shows up when traders get bored of the obvious winners and go hunting for the “next thing.”
That happens.
But this one feels a little different.
Here’s the part people aren’t really saying out loud yet.
AI might already be running into limits.
Not demand limits. Not funding limits.
Compute limits.
Think about what’s actually happening under the hood.
Training large models now costs tens of millions per run. Inference loads are exploding as AI moves into real-world applications. Data center power demand alone is expected to double by the end of the decade.
That’s with classical systems.
Now layer on top of that: optimization problems, simulation workloads, drug discovery, materials science. The stuff AI is supposed to unlock next.
That’s where things get heavy.
Really heavy.
This is where it gets interesting.
Quantum computing isn’t replacing AI. It’s being pulled into the conversation because classical systems may not scale efficiently forever.
That’s the bet showing up in these stocks.
Not that quantum works today.
That it might matter sooner than expected.
Take IonQ.
Revenue is still small — roughly $40–50 million annually — but growing at over 90% year over year. Backlog has crossed $100 million, which tells you there’s real demand building, even if it’s early.
The stock isn’t moving because of current earnings. It’s moving because the market is trying to price optionality.
Same idea with Rigetti.
Even earlier stage. Revenue in the single-digit millions, negative margins, still very much in build mode. But it has access to government contracts and partnerships that keep it in the game.
That matters more than the income statement right now.
Slight tangent, but it matters.
Every major tech cycle eventually hits a wall.
Not because the idea was wrong — but because the infrastructure wasn’t ready.
Railroads needed steel.
The internet needed fiber.
Cloud needed hyperscale data centers.
AI might need something else entirely.
Back to the tape.
What’s interesting is how fast money is rotating into these names.
Volume spikes. Short-dated options lighting up. Moves that don’t feel gradual.
That’s not long-term capital.
That’s positioning.
And positioning can unwind just as fast as it builds.
So I’m a little skeptical here.
Not about the long-term idea. That’s real.
But about the timing.
Because right now, the numbers don’t justify the move. Not yet.
IonQ trading at a multi-billion-dollar valuation on sub-$100 million revenue. Rigetti even more stretched relative to its base.
That’s not cheap.
That’s narrative.
But narratives matter.
Especially when they connect to something the market is already worried about.
And right now, the market is worried about whether AI can keep scaling without hitting physical limits.
That’s the opening.
So what am I watching?
Not chasing the move.
Watching if it holds.
If these stocks can keep their gains after the initial burst — if buyers show up on dips instead of just spikes — that tells you something deeper is building.
If they fade quickly, then this was just another short-lived rotation.
Because this isn’t really about quantum.
Not yet.
It’s about what happens when the current system starts to feel… not broken, just stretched.
And when that happens, the market tends to get ahead of itself.
Sometimes way ahead.
Worth watching closely.
Not because it’s obvious…
but because it isn’t.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investing involves risk, including the potential loss of principal. Always do your own research before making investment decisions.
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RJ Hamster
SpaceX IPO Plans Revealed
Good Afternoon,
SpaceX is about to go public.
The valuation? Roughly $2 trillion.
The timeline? Potentially by mid-year.
And if you think this is just a SpaceX story… you’re missing the bigger picture.
Because there’s a handful of smaller space companies — most of them already using SpaceX rockets to get their products into orbit — that could see an even bigger move once this IPO drops.
We’re talking about companies building moon landers. Satellite-based 5G networks. Orbital manufacturing infrastructure. Earth imaging constellations.
Some of them are already seeing double-digit revenue growth.
A few are on the edge of profitability.
And one of them has quietly surged nearly 300% in the past year… on nothing but the anticipation of what’s coming.
MarketBeat’s Thomas Hughes just broke down the five names he’s watching — and why the SpaceX IPO could be the catalyst that sends institutional money flooding into this entire sector.
He also flagged which ones are the strongest plays… and which ones still have serious risk attached.
This isn’t speculation. It’s a sector breakdown from someone who’s been covering these names for years.
Click here to watch the full breakdown now.
The SpaceX IPO window is narrowing. These names won’t stay quiet much longer.
Happy investing,
Bridget Bennett
MarketBeat
P.S. One of our partners at the Oxford Club recently met with Elon Musk face-to-face about the SpaceX IPO. He’s put together a free report on what he calls the ultimate “backdoor” pre-IPO play — plus three secret partners he believes could soar once SpaceX goes public. You can grab that free report here.
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RJ Hamster
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RJ Hamster
Can you really make money trading 1 hour each…
April 15, 2026
Can you really make money trading 1 hour each day?
Featured Article: Quantum stocks are suddenly moving
Dear Trader,
My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to help regular investors generate enough income to become financially independent…
Without taking on excessive amounts of risk.
I’m talking about having the opportunity to collect $500 on Monday…
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Then as much as $625 on Friday.
Week in. And week out.
To better trading,
– Drew Day
Partner
Base Camp Trading
FEATURED ARTICLE
Quantum stocks are suddenly moving
This one didn’t build slowly.
It just showed up.
One day it’s all AI chips, data centers, power constraints… then you glance at the screen and suddenly quantum names are moving like it’s a different cycle entirely.
IonQ (IONQ)
Rigetti Computing (RGTI)
Both catching bids. Not subtle ones.
At first glance, it looks like the usual rotation. Traders get tired of the obvious winners, start poking around for the next pocket of momentum, and something sticks.
That happens all the time.
But this one feels a little too fast… and a little too specific.
Here’s where I think the shift is coming from.
Not from quantum itself.
From pressure building inside AI.
Think about what’s actually happening right now.
Training large models isn’t cheap anymore. We’re talking tens of millions per run for the biggest systems. Inference demand is scaling even faster as these models get deployed into real products. And data center power demand — not theoretical, actual electricity — is expected to double by 2030.
That’s before you even get to the harder stuff.
Optimization. Simulation. Drug discovery. Materials.
The things people expect AI to solve next.
That’s where it starts to feel heavy.
Not broken.
Just… stretched.
So quantum gets pulled into the conversation.
Not because it’s ready. It’s not.
But because the current stack might not scale cleanly forever.
That’s the bet showing up in these stocks.
Not “quantum works today.”
More like “what if it matters sooner than expected?”
Take IonQ.
Still early, but not nothing. Revenue sits somewhere in the $40–50 million range, growing close to 90% year over year, with backlog north of $100 million. That’s real demand, even if it’s early-stage demand.
The stock isn’t moving on earnings. It’s moving on positioning.
People trying to get ahead of something.
Rigetti is even earlier.
Revenue barely clears the single-digit millions, margins are negative, the whole thing is still very much in build mode. But it has government ties, research contracts, enough credibility to stay in the conversation.
Right now, that’s enough.
Slight tangent, but it matters.
Every major tech cycle hits a point where the idea outpaces the infrastructure.
Railroads needed steel before they scaled.
The internet needed fiber.
Cloud needed massive data centers.
AI might be heading toward that same moment.
Back to what’s actually trading.
The speed of this move stands out. Volume spikes, short-dated options lighting up, price action that doesn’t build — it jumps.
That’s not long-term capital stepping in carefully.
That’s fast money positioning.
And fast money can leave just as quickly.
So yeah, I’m a bit skeptical.
Not about the long-term concept. That’s real enough.
About the timing.
Because if you look at the numbers right now, they don’t really support these valuations. IonQ sitting at multi-billion levels on sub-$100 million revenue. Rigetti even more stretched relative to what it actually produces today.
That’s not cheap.
That’s a story being priced forward.
But stories matter.
Especially when they line up with something the market is already uneasy about.
And right now, there’s a real question sitting underneath everything:
Can AI keep scaling without hitting a wall?
That’s the opening.
So I’m not chasing this.
I’m watching how it behaves after the first move.
If buyers show up on dips, if the names hold instead of giving everything back, then maybe there’s something more durable building here.
If not…
it was just another rotation.
Because this isn’t really about quantum yet.
Not in the way people think.
It’s about a system that’s starting to feel stretched… and a market trying to price what comes next before it’s fully clear.
That’s usually when things get interesting.
This content is for informational purposes only and should not be considered financial advice. Investing involves risk.
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RJ Hamster
The Battle for Orbital Web Services
The Battle for Orbital Web Services
Founder and CEO
As the old saying goes… You snooze, you lose.
Last September, Elon Musk and his team at SpaceX caught the industry off guard when they announced they had acquired the AWS-4 and H-block spectrum from EchoStar (SATS) for $17 billion.
To most onlookers, it came as a surprise.
After all, SpaceX is an aerospace company, most well-known for the success of its reusable rockets and its Starlink space-based satellite internet service. What does it need the spectrum for?
The deal was also unusual as it was structured in both cash and stock, with EchoStar to receive $8.5 billion in cash and $8.5 billion in SpaceX stock. There is even a provision in the deal for SpaceX to pay an additional $2 billion in cash of EchoStar’s future interest payments on its $30 billion plus debt load through November 2027.
Clearly, EchoStar had something that Musk wanted…
And it didn’t end there.
Why SpaceX Wanted the Spectrum
We were on top of SpaceX’s initial move to acquire EchoStar’s spectrum in The Bleeding Edge –The Road to SpaceX Mobilein September 2025…
Then, about two months after the purchase, Musk stepped in again to spend an additional $2.6 billion in SpaceX stock for EchoStar’s unpaired AWS-3 licenses.
AWS-3 and AWS-4 are blocks of spectrum for what the Federal Communications Commission (FCC) calls Advanced Wireless Services (not to be confused with Amazon Web Services).
SpaceX wanted that spectrum, as well as the H-block spectrum, to provision direct-to-cell (D2C) or direct-to-device (DTD) services.
The rub – and the part that no one is talking about – is the spectrum itself.
The spectrum that SpaceX bought is a paired frequency division duplex (FDD) spectrum ideal for two-way communications, and the lower frequencies provide excellent propagation characteristics, which translate directly into large performance advantages.
This acquisition is part of SpaceX’s strategy to dominate an entirely new industry that I’ve been calling Orbital Web Services (OWS).
This includes SpaceX’s Starlink offering, orbital AI data center satellite constellation, orbital internet backbone infrastructure, and direct-to-cell capabilities that are already in operation in 32 countries right now across 35 different wireless operators.
SpaceX Presenting at Mobile World Congress, March 2026 | Source: SpaceX
Early this year, SpaceX rebranded its direct-to-cell service as Starlink Mobile. The new name is telling…
The first generation of its Starlink Mobile service is already deployed with over 650 dedicated satellites launched to support this capability.
During the company’s presentation at Mobile World Congress in Barcelona earlier this year, it announced its second generation of Starlink Mobile, which will be deployed in 2027 and exhibit performance on the low end of 5G capabilities from space, around 150 Mbps.
This wouldn’t have been possible without the acquisition of spectrum from EchoStar.
Starlink Mobile V2
What SpaceX will build with its second-generation Starlink Mobile is incredible.
It currently positions itself as partnering with mobile network operators around the world, providing emergency coverage for mobile phones that are outside the range of terrestrial mobile networks.
But it’s a bit more than that, actually.
Starlink Mobile won’t work indoors, and the user needs to have a pretty clear line of sight to a satellite outside… but once its second-generation service is deployed in 2027, it is reasonable for SpaceX to become a global mobile network operator. It would be the world’s first of its kind using normal production smartphones like iPhones and Android-based phones.
Users can pair their indoor wireless connectivity over Wi-Fi networks with Starlink Mobile’s outdoor coverage, and they theoretically won’t need to pay exorbitant costs for a terrestrial wireless phone subscription on the major network operators like T-Mobile, Verizon, and AT&T in the U.S.
And it doesn’t take much imagination to envision a tight integration with Tesla’s in-car networking to extend the coverage to in-car mobile service while driving. And if there is one thing I’m sure of, it’s that Musk and SpaceX are designing their master plan in a way to drive costs down and expand the size of the addressable market.
Just imagine what it will be like when you can switch to Starlink Mobile and your monthly wireless phone bill is cut in half.
I’d make the jump in a second.
Noticeably caught snoozing in all of this are Jeff Bezos and the team at Amazon (AMZN). While SpaceX has been building operational Orbital Web Services, Amazon has been resting comfortably, sleeping in every day, on its terrestrial Amazon Web Services.
And yet, Amazon is precisely the company that we’d think would have been a first mover into orbital web services, especially given its founder’s heavy investment in Blue Origin.
One thing is for sure… Bezos and Amazon are awake now.
Recommended Links
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Amazon’s Wake-up Call
Amazon just announced an $11 billion deal to acquire satellite services company Globalstar outright.
Unlike SpaceX, which simply carved out the spectrum from EchoStar, Amazon bought the whole thing. The spectrum, the satellites, the terrestrial infrastructure, and Globalstar’s deal with Apple for direct-to-cell services. All of it.
Globalstar (GSAT) was an ugly business. It hadn’t seen a profit since 2006, and it struggled to generate any meaningful free cash flow in most years. Worse, it just didn’t have the capital to invest and pursue any grand ambition.
In 2023, Globalstar brought in Paul Jacobs to become the CEO to turn the company around.
I worked with Paul at Qualcomm. He became the CEO of Qualcomm shortly after I joined the company in early 2005. When he took over at Globalstar, all I could think of was that he was brought in to sell the company.
EchoStar was an even more heavily indebted and messy company before the SpaceX spectrum acquisition, so it was no surprise that SpaceX had no interest in acquiring the entire company.
Both companies held one extremely valuable asset, and the boards of both companies knew it… spectrum. All they had to do was keep the businesses alive long enough to receive a big offer for the spectrum, and that’s exactly what happened to both.
Just look at what happened to Globalstar’s share price after SpaceX announced its spectrum acquisition from EchoStar…
5-Year Chart of Globalstar (GSAT)
Amazon’s acquisition of Globalstar is a scrambling effort to catch up to SpaceX’s orbital web services. It basically had no choice if it wanted any shot at competing with SpaceX.
The media is proclaiming that the acquisition is a bold move and will put Amazon on a competitive level with SpaceX, but they just don’t understand what Amazon bought and how far behind it is compared to SpaceX.
As a reminder, SpaceX acquired 50 MHz of paired FDD spectrum, which is ideal for two-way communications.
Amazon, on the other hand, ended up purchasing much higher-frequency spectrum in the 2,483.5–2,495 MHz S-band spectrum. It’s only 11.5 MHz of spectrum that operates using time division duplex (TDD) – technology where uplink and downlink share the same frequencies over time – which is unlike SpaceX’s FDD spectrum that allows simultaneous two-way communications akin to terrestrial mobile networks.
Put simply, Amazon’s TDD spectrum has significantly limited data rates and spectral efficiency compared to SpaceX’s spectrum.
Put even more simply, there is no way that Amazon can deliver anywhere near the performance of SpaceX with the spectrum it purchased. It comes down to the laws of physics. Amazon’s hands are tied.
But Amazon didn’t have a choice. It had been snoozing, and it missed out on the opportunity to acquire EchoStar’s spectrum last year. It should have moved first.
Globalstar Was the Next Best Option
Globalstar was the next best option. But SpaceX’s spectrum is like the prime spectrum real estate. Amazon is left with the scraps.
The worst part is that Amazon ended up paying more than SpaceX on a per MHz basis. SpaceX paid about $340 million per MHz on its initial deal. Amazon ended up paying about $1 billion per MHz because it snoozed.
Ouch.
Paul Jacobs, due to his past experience at Qualcomm, knows the value of spectrum. As CEO of Globalstar, he knew that Amazon didn’t have a choice. And he negotiated an incredible price for Globalstar. Big win.
Small space-tech companies like AST SpaceMobile (ASTS) and private company Lynk are now going to have a difficult time competing with Amazon and SpaceX, given their respective financial resources. They are both acquisition targets now as a result.
Just as Amazon beat Google to the punch with its cloud services business, SpaceX is doing the same to Amazon with its orbital web services.
This is the most technologically driven, disruptive time in history. Disruption is happening faster and at a much greater scale than we’ve ever seen before.
Which means we have to understand the stocks to avoid, as much as we need to understand the ones to invest in… and that’s exactly what we’re here for.
Jeff
P.S. Hi, Brownstone’s managing editor here.
If you want to know more about where Jeff has his eyes trained for the SpaceX orbital data center buildout, he’s put together an important briefing where he discusses the movers behind the buildout… as well as the companies Elon needs to get his AI data centers into space.
You can go here to learn more.
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What The Market Is Waiting For
Apr 14, 2026 • 6 min read
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RJ Hamster
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RJ Hamster
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI demand shocks”… where senior analyst Brian Hunt is looking today
Everyone’s talking about oil, but I think what the world is mainly short of is tokens.
That line comes from Ben Pouladian, an engineer and tech investor quoted in TheWall Street Journal on Sunday.
To make sure we’re all on the same page, a token is simply a unit of measurement tracking how much computing power an AI task consumes.
Think of it as the basic currency of the AI economy – every query, every generated document, every autonomous agent action draws from the supply. And right now, that currency is running short.
This has significant investment implications that we’ll get to shortly. But first, let’s look at the scope of the problem…
The computing crunch is already reshaping how AI companies operate
The WSJ ran a detailed look this week at what’s happening inside the AI infrastructure stack, and the numbers are striking.
Over the past several months, demand has exploded for “agentic” AI, the latest evolution of AI. “Agents” don’t just answer questions but autonomously perform tasks: writing code, scheduling appointments, managing complex multistep workflows.
The shift from conversational AI to agentic AI is causing a dramatic spike in computing consumption that existing supply chains weren’t built to absorb.
Here’s the WSJ with an example of the astonishing demand:
Token use in OpenAI’s API—a platform where mostly enterprise users access its software—rose from six billion a minute in October to 15 billion a minute in late March.
The supply side can’t match it.
According to the Ornn Compute Price Index, hourly rental prices for the most advanced Blackwell-generation GPUs from Nvidia Corp. (NVDA) – the ones that power modern AI – have risen to $4.08 per hour, up 48% from just two months ago.
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The strain is already showing in ways that are hitting end users directly
Anthropic announced in late March that it would begin rationing computing access during peak weekday hours. Enterprise clients have started switching to competing providers. OpenAI scrapped its Sora video-generation app in part to redirect computing resources toward higher-priority products.
The WSJ captured just how acute the pressure has become. From the article, quoting J.J. Kardwell, CEO of cloud infrastructure company Vultr:
There’s a massive capacity crunch that’s unlike anything I’ve seen in more than five years running this business.
The question is, why don’t we just deploy more gear?
The lead times are too long. Data center build times are long. The power available through 2026 is already all spoken for.
Reread that last sentence….
The power is already spoken for.
So, what’s the significance of that?
Well, let’s take it one step further – what really is a token shortage?
Basically, it’s an electricity shortage wearing a tech hat.
Power: the constraint behind the constraint
Pull back one layer from the computing crunch and you find an energy problem that runs deeper and wider than most people realize.
On Monday, Bloomberg published an in-depth look at the growing size of America’s electricity bills, and the data behind it raises an eyebrow.
From Bloomberg:
The North American Electric Reliability Corp., the country’s grid security regulator, forecasts that US power demand in summer will rise 224 gigawatts over the next decade — roughly the equivalent of adding 180 million homes.
One analyst said the last comparable surge came during World War II.
The AI buildout is a central driver of this increase.
Let’s look at an example to drive this home…
The Pennsylvania-New Jersey-Maryland (PJM) Interconnection is the nation’s largest power grid, stretching from the Midwest to the East Coast. Over just the three years ending in May 2028, data centers are projected to add at least $23 billion to customer bills on the PJM grid alone. That’s an increase of more than 50%.
Meanwhile, in parts of eastern Pennsylvania, electricity prices have already risen 200% since 2020.
Now, to offset this, in his February 24 State of the Union address, President Donald Trump told America’s largest technology companies they would “have the obligation to provide for their own power needs.”
Ten days later, Amazon.com Inc. (AMZN), Alphabet Inc. (GOOG), Meta Platforms Inc. (META), Microsoft Corp. (MSFT), OpenAI, Oracle Corp. (ORCL), and Elon Musk’s xAI gathered at the White House and signed what the administration calls the Ratepayer Protection Pledge – committing to “build, bring, or buy” all the power and grid infrastructure required for their data centers, with none of those costs passed to American households.
Trump was candid about the politics driving it. At the signing ceremony, he told the assembled tech executives:
They need some PR help because people think that if a data center goes in there, electricity prices are going to go up.
So, that should settle it, right?
Here’s the part that doesn’t make the press releases
The pledge is basically forward-looking, but the price increases Bloomberg documented have been building for years.
The PJM grid’s capacity prices – what utilities must pay generators for electricity – exploded from $28.92 per megawatt-day in the 2024-’25 delivery year to $329.17 in the 2026-’27 delivery year.
That’s an 11X increase already baked into utility rate structures long before anyone signed anything at the White House. But it’s still not enough – the most recent PJM capacity auction fell 6.6 gigawatts short of available supply.
Plus, as I just noted, the pledge addresses future data center buildouts, not existing ones.
So, today’s power bills reflect:
- The power infrastructure already built to serve current hyperscaler facilities
- The rate increases already approved by utility commissions to pay for the related grid upgrades
These costs are very real, very big, and baked in – and the pledge doesn’t unwind them.
Plus, even for new projects, signing a pledge to build your own power plant doesn’t make one appear. Permitting a new generation facility takes two to four years. Construction takes more years on top of that. And by the time the concrete is poured, the demand it was designed to meet has often already doubled.
Which brings us to the investment implications…
When demand outruns supply, the winners aren’t always who you expect
Every major tech boom in history has eventually run into massive demand for the critical components related to that technology’s buildout.
Brian Hunt, editor of Money & Megatrends, has built an entire investment framework around this dynamic. He calls it the “AI demand shock.”
Here’s Brian explaining the core concept:
For the past three years, the best way to make money quickly in stocks has been to locate an industry where an AI “demand shock” is about to strike… and then invest there before the shock arrives.
Not a supply shock, mind you, where a war or a pandemic abruptly cuts off the supply of a resource like oil.
Instead, I’m talking about a “demand shock,” where demand for a specific resource or manufactured product suddenly skyrockets… and sends its price hundreds of percent higher.
The historical examples Brian cites drives home his point.
In 2023, the AI demand shock for advanced semiconductors sent Nvidia up 525% in under two years. Around the same time, the sudden need for data center cooling systems drove Comfort Systems USA Inc. (FIX) up 1,000%. Meanwhile, demand for advanced optical systems – the components that allow fast data transfer between AI servers – drove Lumentum Holdings Inc. (LITE) up 1,164% in two years.
None of these companies are AI companies in the headline sense like OpenAI or Anthropic. Instead, they’re the picks-and-shovels suppliers to the AI buildout – the firms sitting upstream of the technology, making the physical things the technology couldn’t exist without.
Brian explains why these moves tend to be so large and so fast:
AI is advancing at such a rapid pace that AI-driven demand shocks are now happening every year… and creating the fastest – and most lucrative – stock market moves we’ve ever seen.
The typical manufacturing industry needs five-to-10 years to build operations capable of meeting increasing demand. Same with mining industries that supply critical raw materials.
But our new, lightning-fast technological cycles now move way, way faster…
We now have crazy mismatches in the economy’s interlocking and interdependent parts.
It’s like we have a rocket engine attached to the drivetrain of a Toyota Corolla.
This mismatch between the rocket’s engine and the Corolla’s drivetrain is where the investment opportunity lives.
Brian’s current focus: the chemistry of AI
While opportunities are all over the place, Brian’s Tuesday issue of Money & Megatrends highlighted a sector that might surprise you…
Chemicals.
Here’s Brian:
The chemicals sector is commonly thought of as an “old economy” industry that produces products such as plastics, paints, solvents, cleaners, and pesticides.
However, some chemical firms are involved in “brand new economy” activities related to AI.
The chemicals industry sits upstream of almost every physical component in the AI stack: from the specialty gases and materials used to manufacture semiconductors to the high‑purity solvents, coatings, coolants, flame retardants, and advanced polymers that make modern data centers possible.
Every AI server relies on a long chain of ultra-specific and ultra-pure chemicals. As AI usage explodes, the need for more chemicals and more sophisticated, higher-purity ones increases.
Brian’s March 6 recommendation to add chemicals to your portfolio is already paying off…
Chemours Co. (CC) is up 37% since that note and just hit a new one-year high. And Element Solutions Inc. (ESI) has added 15% and also just hit a new one-year high.
For readers who want Brian’s full analysis – including the specific names he’s watching for connected to all the demand shocks he’s tracking beyond chemicals – his research is available for free in Money & Megatrends.
Circling back to the token shortage
Ben Pouladian’s observation that opened our Digest – the world is mainly short of tokens – is true. The shortage is real, and it’s disrupting AI companies’ ability to serve their users right now.
But pull back far enough and you’ll see the broader sequence…
- The token shortage is downstream of a GPU shortage…
- Which is downstream of a data center shortage…
- Which is downstream of a power shortage…
- Which is downstream of an infrastructure buildout that the physical world simply hasn’t had time to complete.
This is what a genuine technology transition looks like from the inside. The demand arrives faster than the supply chain can respond.
The companies positioned in the middle of these constraint points – the ones making the chemicals, cooling the servers, supplying the power infrastructure – are where the big money is being made today…and where we want to be.
We’ll keep tracking this with you here in the Digest.
Have a good evening,
Jeff Remsburg
(Disclaimer: I own LITE)
RJ Hamster
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Today’s Blessing
April 15, 2026
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