/Texas%20Instruments%20Inc_%20Santa%20Clara%2CCA%20campus-by%20Tada%20Images%20via%20Shutterstock.jpg)
The word “bottleneck” is now familiar to all retail investors. First, it was the GPU bottleneck that caused Nvidia's (NVDA) stock to skyrocket. Then came the energy bottleneck. Causing nuclear energy stocks like Constellation Energy (CEG) and Vistra Corp (VST) to grow manifold. The market then moved on to memory makers as the next bottleneck, and it is anybody’s guess when that will be resolved. Micron (MU) and SanDisk (SNDK) continue to nudge up every day, with some analysts still expecting them to double from here.
The memory bottleneck isn’t a tough nut to crack. Sooner or later, someone is going to come up with a better technology or an alternate technology that could significantly reduce the need for high-bandwidth memory. What can’t be resolved so easily, however, is the power bottleneck.
