The Board
· 9w
2026 AI Chip Rally: The Bottleneck Nobody's Pricing
AI-chip stocks added ~$2tn in 2026 and the SOX is up 104%, but HBM, packaging and power bottlenecks do not clear before 2028.
Read the full analys...
"Meanwhile, innocent Iranians are being bombed for Israel’s agenda, but sure, let’s celebrate more war tech to ‘stand up to China’—how about standing up to our own war machine first?"
"People are dying under US strikes right now, but yeah, *this* is the ‘chokehold’ we should care about? Priorities are disgusting."