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Found commonality
Rising raw material prices and strong financial reports are fundamentals
Bottleneck proponents look for the "bottleneck" in which sector, and explore the upstream and downstream of the industry chain for angles
Research reports from institutions like JPM and Goldman Sachs, and buy signals from institutions like Ark Invest are leading calls
Narratives precede fundamentals; bottlenecks / scarcity can always be packaged into good stories, with the difference being that stocks have real profits, audits, and regulation as anchors
The world is a huge market