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Start the St. Patty’s Party Early!
Let the pipes play and the dancers leap! A Highland revels weekend of Celtic music, heritage, and cheer awaits one and all at the Arizona Renaissance Festival!
Show off your Irish spirit in the Wearin’ ‘O the Green Contest on Sunday, March 15, open to all ages! Participants will be judged on their personality, originality and costuming.
NEW !! Tiny Girl Big Show the Limited Engagement Stage Act at the Fairhaven Theatre at 11:00 AM, 2:00 PM, 3:30 PM, and 5:00 PM. Step right up and be AMAZED by the NEW one-woman circus extravaganza. With charm and sparkle to spare, this award-winning, pint-sized powerhouse packs a punch. Tiny Girl Big Show twists her body into ridiculous positions, then adds a whip, a unicycle, fire, juggling, and a bow and arrow held between her toes. Don’t miss this crazy combination of skills that will leave you laughing on the edge of your seat! Catch her while you can!
Take a stroll through the colorful 50 acreVillage of Fairhaven where history comes alive with non-stop, day-long, immersive and interactive entertainments, feasting, shopping like no place else!
Adventure awaits with games and rides, valiant jousting knights on horseback, majestic falconry, beautiful mermaids and fairies, friendly dragons, delicious feasting, shopping and so much more! Come one, come all for non-stop, day-long merriment!
Don’t miss out, only three festival weekends remain of the 2026 Arizona Renaissance Festival! Plan your visit and buy tickets now at Arizona.Renfestinfo.com.
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Predict the outcomes of 6 World Baseball Classic questions for your chance to win your share of $10,000.
Which player will score the MOST RUNS in the Knockout Stage?
Fernando Tatis Jr. (DR) 5 runs scored in pool play7pts
Ronald Acuna Jr. (Venezuela) 6 runs scored in pool play8pts
Seiya Suzuki (Japan)4 runs scored in pool play9pts
Roman Anthony (USA)3 runs scored in pool play10pts
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Friday, March 13
Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know in baseball, while catching you up on fun and interesting stories you might have missed. Thanks for being here.
Team USA vs. Canada. Must-win game. Sound familiar?
The two countries are set to renew their rivalry in the World Baseball Classic quarterfinals on Friday (8 p.m. ET, FOX), less than a month after the United States defeated Canada in both the men’s and women’s hockey gold medal games at the Winter Olympics in Milan, Italy.
If the Olympic hockey sweep wasn’t enough inspiration for Team USA’s baseball squad, New Jersey Devils center Jack Hughes — still missing some teeth from the gold medal game — made sure to send an extra reminder of what’s at stake.
Team USA manager Mark DeRosa said Thursday that Hughes, whose overtime goal gave the men’s team its first hockey gold since 1980, “sent the boys a nice little fire-up message” ahead of Friday’s matchup.
This is unfamiliar territory for the Canadians, who before this year had never advanced past pool play. But this Canada club is no pushover. It just won Pool A, after all. And as Italy proved in Pool B, Team USA isn’t invincible.
The winner of this game will move on to Miami’s loanDepot park, where it will face the winner of Korea vs. the Dominican Republic in the World Baseball Classic semifinals on Sunday night at 8 p.m. ET (FS1).
— Thomas Harrigan
A Korean team that advanced with a dramatic win over Australia in its final game of pool play will do its best to stop the top offense of the Dominican Republic in the World Baseball Classic.
The D.R. and Korea face off in the first WBC quarterfinal game on Friday night at loanDepot park (6:30 p.m. ET, FS2). The winner will move on to play the winner of Team USA vs. Canada in the semifinals on Sunday.
The Dominican Republic will be the favorites after slugging their way through an undefeated Pool D run, including a big win over rival Venezuela on Wednesday night to clinch first place in the pool.
The D.R. has hit 13 home runs in the 2026 Classic, one shy of the all-time WBC record set by Mexico in 2009. Vladimir Guerrero Jr., Juan Soto, Fernando Tatis Jr., Oneil Cruz and Junior Caminero have each hit two homers, and Julio Rodríguez, Ketel Marte and Austin Wells each have one.
Going up against the D.R. lineup is longtime MLB lefty and now-KBO pitcher Hyun Jin Ryu. The Dominicans will have their ace on the mound: Phillies left-hander Cristopher Sánchez, the 2025 NL Cy Young runner-up.
The bat-flipping, chest-pounding, dancing Dominican Republic team is on a roll entering this matchup, so Ryu and Korea face an uphill battle to turn off the music and advance.
— David Adler
The Classic semifinals will be only half set by the end of tonight’s two matchups. We’ll find out the other half on Saturday. Here’s a glance at those two games:
Puerto Rico vs. Italy, 3 p.m. ET on FS1
Team Italy, with its espressos and public displays of affection, has become a tournament darling. The Italians upset the USA and crushed Mexico on their way to an undefeated record in Pool B. They’ll send Royals righty Seth Lugo to the mound against Puerto Rico, which authored arguably the most memorable moment of the tournament so far. Puerto Rico, the runner-up in Pool A, has not named a starting pitcher yet.
Venezuela vs. Japan, 9 p.m. ET on FOX
Ranger Suarez was the winning pitcher when the Phillies beat Yoshinobu Yamamoto and the Dodgers in Game 3 of the NLDS about five months ago. Those two aces square off Saturday in Miami.
It’s worth noting that Shohei Ohtani was 0-for-3 against Suarez in that playoff game. Ohtani is 5-for-9 with two home runs and a cool 2.025 OPS in the WBC. Meanwhile, Giants second baseman Luis Arraez has been the offensive star for Venezuela; no player has more hits (seven) or total bases (17) in the tourney.
— Brian Murphy
MLB.com recently ranked the remaining managers in the World Baseball Classicaccording to their accomplishments as players, and it’s no surprise that two Cardinals franchise icons finished at the top.
Dominican skipper Albert Pujols, with his 703 career homers, 3,384 hits and three MVPs, is an inner-circle baseball legend. Puerto Rico’s Yadier Molina, who followed in his older brothers’ footsteps as a big league catcher, is widely considered among the greatest defensive players ever at the position, and he has nine Gold Gloves and four Platinum Gloves to back that up.
As teammates from 2004-11, and again in ’22 for one last run before they both decided to hang up their cleats, they led St. Louis to three NL pennants and two World Series championships. Both skippers enter this weekend’s WBC quarterfinals just two wins away from a potential epic showdown in the final.
The dream matchup for the two longtime friends wouldn’t necessarily just be for national pride or personal bragging rights, either. Both have made it clear that they’d like to manage in the big leagues someday — Pujols reportedly interviewed for the Angels’ opening this past offseason — and the way they handle their squads over the coming days will certainly be monitored closely by front office execs around the league.
— Ed Eagle
If you’ve ever somehow wondered who Nintendo icon Yoshi’s favorite baseball player is, the Dodgers have your answer. The first 40,000 ticketed fans for their game against the Guardians on Tuesday, March 31, will receive a Yoshi bobblehead courtesy of the new Super Mario Galaxy movie, which hits theaters a day later. And in a nice touch, the lovable green dinosaur is wearing – of course! – Yoshinobu Yamamoto’s No. 18. Get your tickets now >>.
Put your baseball brain to the test with Daily Walkoff, where you can find 30 brand-new trivia puzzles every day, one for each team. Play Daily Walkoff >>
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Discover the best in trees, plants, and landscaping services at Moon Valley Nurseries. Explore our vast selection and expert advice to transform your outdoor space today!
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Iran’s regime uses AI-doctored images to hide new Supreme Leader’s condition as IRGC takes the wheel – American Almanac
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Editor’s Note: If you’re a regular reader, you’ve probably heard me say that AI may prove to be the most powerful technological force reshaping the global economy. But every major tech boom eventually runs into the limits of the physical world – the infrastructure required to power it.
My colleague Eric Fry has been studying these constraints closely. As editor of The Speculator, Eric has built a reputation for identifying major technological and economic shifts early – often before Wall Street fully recognizes them.
In the guest essay below, Eric explains how the first major bottleneck of the AI boom – a shortage of computing power – helped drive huge gains for companies like NVIDIA and Broadcom. More importantly, he explains why that was likely only the beginning.
Next Wednesday, Eric will expand on this idea during a free online presentation called FutureProof 2026, where he’ll walk through several emerging infrastructure bottlenecks that could shape the next phase of the AI boom. (You can reserve your spot for that event here.) For now, take a look at Eric’s essay below.
In November 2023 – just a year after ChatGPT’s debut – OpenAI CEO Sam Altman made a surprising decision.
He stopped taking new customers.
New signups for ChatGPT’s paid subscriptions were suddenly suspended. Anyone hoping to access OpenAI’s most advanced models was simply turned away.
This wasn’t because demand had collapsed.
It was because demand had exploded. In its first year, ChatGPT reached 100 million weekly active users. And after its first developers conference on November 6, 2023 – where the company unveiled ChatGPT Plus – the number of wannabe subscribers surged rapidly.
Just a week later, Altman literally had to start turning away folks with credit cards in hand.
Altman summed up the moment with a simple emoticon: the frowny face.
Typically, “quitting while ahead” is advantageous in debating, gambling, and even trading. But it’s not recommended in business. OpenAI, however, had no choice. Demand for ChatGPT had exceeded the company’s GPU capacity.
One of the most advanced AI companies in the world had run out of “compute.”
Other AI startups ran into the same issue: GPUs were effectively sold out. The AI models were ready, and consumer demand was there, but the hardware to run them at scale wasn’t. GPU supply chains were still running at pre-AI demand levels.
It became the first great bottleneck of the AI era.
There weren’t enough chips, networking components, or infrastructure to power the AI explosion. In effect, the entire industry hit a wall.
Two companies sat at the center of this compute bottleneck…
And both of these AI infrastructure providers went on to capture enormous gains early in the AI boom.
Today, let’s examine both of these companies – and how they made early investors millionaires.
Then, I’ll reveal how it’s not too late for investors to jump in on AI’s next wave of millionaire-maker bottlenecks.
We’ll get started with Nvidia Corp. (NVDA).
It sounds hard to believe now, but for decades, Nvidia was a terrible stock…
Recommended Link
This isn’t a boom where everyone wins. It’s a transfer from one group to another – like railroads (1800s) and internet (1990s). Louis Navellier, who spent 46 yrs on Wall St., built the grading system institutions paid $24,000/yr for him to evaluate stocks with. Now, his system shows exactly where the $7 trillion is flowing. And it’s not AI. Click here for the full story.
Jensen Huang founded Nvidia in the early 1990s to supply graphics processors to the videogame industry. But gaming GPUs were a cyclical business. Investors who bought near the peaks often saw losses of 70% or more during downturns.
Ten thousand dollars invested in Nvidia in October 2018, for example, was worth just $4,400 less than three months later.
While Nvidia gradually expanded into automotive and mobile chips, it wasn’t until generative AI arrived that the company turned into a great stock.
AI models require enormous computing power to train and operate. And once ChatGPT burst onto the scene, the companies racing to build AI systems suddenly needed vast quantities of high-performance GPUs.
The problem was that almost no one could supply them.
Nvidia’s chips — particularly the H100 — quickly became the gold standard for AI training. As demand surged, the company went from selling $2,000 graphics cards to gamers to selling $30,000 GPUs to data-center operators.
At the peak of the shortage in 2023, some H100 cards were reportedly reselling for more than $40,000 on eBay.
And as the AI boom accelerated, the company’s data center division exploded. Within a year, it became Nvidia’s largest business segment, with AI chips driving the vast majority of the growth.
In effect, Nvidia turned the compute bottleneck into a business moat.
Anyone building advanced AI models needed Nvidia’s GPUs.
Today, more than two years later, nearly every major AI company still depends on them.
Investors who recognized the compute bottleneck early were richly rewarded. Going back to the launch of ChatGPT as the start of the AI compute constraint, Nvidia shares have surged nearly 1,000%.
That’s the power of getting positioned before a bottleneck breaks open.
But GPUs were only part of the story…
Training and operating AI models requires far more than powerful GPUs.
It also requires thousands of those GPUs to communicate with each other at extraordinary speeds inside massive data centers.
If data can’t move quickly enough between chips, the GPUs sit idle waiting for information. And idle GPUs are enormously expensive.
This created another bottleneck: data center networking.
That’s where Broadcom Inc. (AVGO) comes in.
Broadcom specializes in the networking semiconductors that allow enormous clusters of GPUs to function as a single system. Its Tomahawk and Jericho chips help move data through the world’s fastest data centers while preventing congestion.
As hyperscalers raced to build ever larger AI data centers, demand for these networking chips surged.
Broadcom also began designing custom AI accelerator chips for companies such as Alphabet Inc. (GOOG) and Meta Platforms Inc. (META) — processors optimized for specific AI workloads.
Together, these businesses positioned Broadcom directly in the path of the AI infrastructure boom.
Nvidia solved the compute bottleneck.
Broadcom helped connect that compute.
Since the launch of ChatGPT, Broadcom shares have soared roughly 600%.
And just like Nvidia, the company’s gains were driven by investors recognizing a bottleneck before the rest of Wall Street fully understood it.
But the compute and networking constraints that fueled those gains are beginning to ease.
The next phase of the AI boom will revolve around entirely different bottlenecks…
At the start of the AI boom, the biggest gains didn’t come from the companies building AI applications. They came from the companies supplying the infrastructure needed to run them.
Investors who recognized that early understood something critical: AI demand wasn’t the issue. Compute supply was.
Investors who identified that compute bottleneck early — and positioned before Wall Street fully priced it in — captured historic upside. But to harvest those gains, you have to leave the party before it ends.
For example, I recommended shares of Advanced Micro Devices Inc. (AMD) to my Fry’s Investment Report subscribers in March 2025 as a play on the compute bottleneck. Just about six months later, in October, we booked 107% gains.
We harvested those gains quickly because I saw the compute party was ending. That bottleneck was no longer driving AMD’s share-price growth.
Since the end of October, AMD has dropped more than 20%. Over that same stretch, Nvidia has fallen about 15% and Broadcom is down roughly 10%.
While the AI compute bottleneck hasn’t disappeared, its greatest gains are likely behind us.
But AI development didn’t stop.
That means more bottlenecks are already emerging.
Just like the GPU shortage that forced Sam Altman to pause new ChatGPT subscriptions in 2023, these moments remind us that technological revolutions often run into real-world limits.
In fact, I believe the market could begin recognizing these constraints as soon as April 24, when several of the largest AI hyperscalers report earnings. If those companies begin acknowledging the supply limits forming around metals, electricity, and memory, investors may suddenly realize the AI boom is running into physical limits.
That’s why I’ll be discussing this idea in more detail during FutureProof 2026 onWednesday, March 18 at 1 p.m. ET. During that free broadcast, I’ll explain why these infrastructure constraints could soon trigger a major shift in the AI trade — and why shortages in metals, electricity, and memory are becoming the next major bottlenecks.
You can reserve your spot by going here.
I’ll also share the names and tickers of 15 companies already beginning to benefit from these emerging bottlenecks. If history is any guide, the next Nvidia-style winner may come from the companies solving AI’s newest constraints.
Regards,
Eric Fry
Editor, The Speculator
