History Is Being Made. You Only Get One Chance!

🎁 Seeking Alpha Alpha picks - https://link.seekingalpha.com/34NL7QS... Premium - https://link.seekingalpha.com/34NL7QS... Bundle - https://link.seekingalpha.com/34NL7QS... Even if the Strait of Hormuz reopens tomorrow, the damage to the tech supply chain is already done. The real money is in the inputs nobody is watching; helium, LNG, sulfur, and the lasers, hard drives, and power plants they feed. The last time supply broke like this, Seagate's gross margin jumped from roughly 20% to 32% in two quarters, and the same setup is forming now, with companies already showing two straight quarters of margin expansion and capacity booked through 2027. Of course big names like Nvidia #nvidia Amazon #amazon and Microsoft #microsoft will keep anchoring every data center build. I'm walking through 10 companies positioned to convert this constraint into profit, plus the exact prices where I'd start buying the five that have run too hot to chase. #stocks #aistocks #investing #straitofhormuz #supplychain #oilcrisis #datacenters #techstocks #growthstocks #energystocks ✅ MY PATREON - My Portfolio, My Trades, Deep Dives, Q&A, Community Patreon: BusinessWithBrian1980 📬 FREE WEEKLY NEWSLETTER Updates and insights on the economy and investments with invest-X BWB Insights: https://bwb.eo.page/xx7t7 👉 TOOLS & GEAR I USE 🤖 The Complete List of Data Center Stock: https://bit.ly/BWB_DataCenters 😍 Awesome Dividend & Portfolio Tracker: https://snowball-analytics.com/regist... 💹RESEARCH: Seeking Alpha : https://link.seekingalpha.com/34NL7QS... 📊FORECASTING: Analyst forecasts & Research: https://tipranks.sjv.io/nXWMK9 🎥 My Equipment: https://www.amazon.com/shop/bwb-busin... 📺 OTHER VIDEOS YOU’LL ENJOY! 💰 I Got Rich in 2008. This Time It's Bigger! → I Got Rich in 2008. This Time It's Bigger 📈 The Iran War is About to Make (More) Millionaires → The Iran War is About to Make (More) Milli... 🚨 The ONLY Quantum Stock I'm Buying! → The ONLY Quantum Stock I'm Buying! 00:00 - Intro 01:04 - The Setup 02:22 - LU 04:18 - Cien 07:03 - Sea 08:44 - West 10:23 - Cred 12:15 - Ast 14:03 - Con 16:00 - Tal 17:40 - Blum 19:44 - Pow 21:32 - Constraint Recap DISCLAIMER: Links on this page may be affiliate links which have no cost to you, but I may earn a commission for anyone that signs up or makes a purchase from those sites. All opinions expressed by Brian are solely provided as content. Do not treat any opinion by Brian as gospel that needs to be recreated. Brian is not a fiduciary or financial advisor. All financial topics are for illustration where the outcomes are not guaranteed or expected. There exists real risks in all forms of investment, so do your homework and make your own decisions.