Trends
Six booms, each with its own shortages. Pick one to see every pinch point, the stage it is in, and the stocks tied to it.
AI data centersThe original pattern. Memory and storage are priced in; optics have pulled back; circuit board materials are just starting.5 shortages · 2 earlyNuclear and gridEnrichment, switchgear and gas compression are sold out for years, yet several of these stocks sit near their 12-month lows.5 shortages · 3 earlyMissiles and defenseRocket motors and interceptors have 24 to 30 month lead times. Defense stocks fell 7 straight weeks on ceasefire talks.2 shortages · 1 earlyCritical mineralsRare earths and antimony hinge on dated China and US policy deadlines. Copper and tungsten are already priced. Lithium is a glut.4 shortages · 2 earlyAging populationSenior housing occupancy is near 90% with new building at a record low. Obesity drugs went from shortage to glut.3 shortages · 1 earlyDrones, robots, spaceDrone parts got harder to import from China, but no price hikes yet. Robot motor makers are already priced; humanoid parts are overbuilt.4 shortages · 2 early