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As mocked as it is, the bottleneck trade will stay forever
You only need to project the next 100 years to realize that AI is going to bottleneck everything
The first bottlenecks appeared in the areas most directly exposed. That was memory and power access
Then it became substrates, MLCCs, logic fabs, lasers, even copper foil and power semis
It’s only a matter of time before AI and robotics/physical AI accelerate the rate of progress to the point where every physical asset becomes shortaged
Maybe I’m wrong, and this is clearly a very early thought, but the everything shortage is a natural consequence of the singularity, and the only way to protect your wealth from that is by investing