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Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry keeps urging investors to look at copper… how to take advantage of bottlenecks
In our February 12 Digest, we highlighted a trading idea from veteran Jonathan Rose – POET Technologies Inc. (POET), a small semiconductor company positioned at the center of the AI infrastructure boom.
If you acted on that idea, you’re likely up around 20% today.
Jonathan’s subscribers who jumped into POET even earlier, and followed his suggestion to use calls, are up closer to 50%.
Now, if you missed this move, you still have time. Jonathan believes POET remains in the early stages of its broader advance.
To understand why, you must look at a problem developing deep inside the world’s AI data centers. Here’s Jonathan to explain:
Copper creates heat. Heat demands power. Power is becoming the constraint inside modern data centers.
The solution the industry is racing toward is optical interconnect – moving information with light instead of electricity. Faster, dramatically more efficient, and far cheaper at scale.
That’s where POET Technologies comes in.
POET designs optical engines that move data using light rather than traditional electrical signals. As AI clusters grow larger and faster, the connections linking thousands of processors together are becoming a bottleneck.
Back to Jonathan:
AI data centers are hitting a wall with electrical interconnects, and POET’s Optical Interposer platform is the solution the industry is racing toward.
Jonathan notes that Marvell Technology’s (MRVL) multibillion-dollar acquisition of Celestial AI helped validate the optical-interconnect theme, particularly because Celestial’s technology was built on POET’s platform.
The next catalyst driving POET’s next leg higher could arrive quickly
Last week, Jonathan sent me a “catalyst calendar” with six different events happening between now and the end of the year – the first of which arrives this week at OFC 2026. That’s the optical-networking industry’s flagship conference, where POET will have its largest booth ever.
But whenever the next leg higher begins – and for whatever reason – Jonathan expects a major move:
We remain extremely bullish.
The catalyst calendar is the richest it’s ever been, and POET has $400M+ cash to execute.
If adoption materializes as we believe, this remains a multi-bagger opportunity.
If you’re interested in how Jonathan finds trades like this – and you want to catch them from the very beginning – he walks through his process and flags trading ideas every weekday during his Masters in Trading Live broadcasts.
In those free videos, he breaks down market trends, explains entries and exits, and discusses the opportunities he’s watching in real time. You can sign up right here.
Now, POET is just one stock within a much bigger, interconnected story that’s unfolding right now…
Megacap tech stocks – like Nvidia and Microsoft – are the most popular trade in the world. Yet, 78% of Wall Street fund managers believe an event is coming that could kill this trade and incite total “regime change” in the stock market. Watch Futurist Eric Fry’s “Sell This, Buy That” broadcast for 7 alternative plays to help protect yourself from big tech’s potential downturn. Get all the analysis, names and tickers FREE right here.
The bottleneck slowing the AI boom
Our hypergrowth expert Luke Lango, editor of Innovation Investor, recently explained that the AI bull market has unfolded in a series of infrastructure bottlenecks.
In fact, the optical-networking opportunity Jonathan sees in POET is simply the latest example of this pattern.
Each time hyperscalers run into a constraint – whether it’s computing power, cooling systems, energy supply, or memory bandwidth – capital floods into the companies that solve it.
As Luke explains:
The massive buildout of AI infrastructure isn’t a single race – it’s a rolling gold rush driven by a sequence of AI infrastructure bottlenecks.
We’ve already seen several of these phases play out.
The first major constraint was compute power, which helped propel Nvidia (NVDA) into the most valuable company in the world. Then came the server build-out, which sent companies like Super Micro Computer (SMCI) soaring as hyperscalers scrambled to assemble massive GPU clusters.
Cooling systems and electricity supply soon became new bottlenecks, as dense AI clusters generate enormous amounts of heat and require extraordinary levels of power.
Now another constraint is emerging – and this is exactly where optical networking technologies like the ones Jonathan described earlier come into play.
Here’s Luke to explain…
The next bottleneck is already visible.
It sits deep inside the data center itself: the network plumbing that moves data between GPUs.
And this is where an important technological debate is unfolding…
Copper today… optics tomorrow
Right now, many short-distance connections within AI clusters rely on copper cables.
Copper remains cheap, efficient, and extremely fast over short distances, which is why hyperscalers still rely on it heavily when linking GPUs inside server racks.
But as Jonathan flagged earlier in this Digest, copper has a limitation…
As data speeds increase and clusters grow larger, electrical signals degrade quickly over distance. Optical networking – which transmits information using pulses of light – solves that problem.
To illustrate, here’s Jonathan again, spotlighting POET:
POET designs optical engines that move data with light instead of copper – faster, 90% less power, and far cheaper at scale.
For now, the industry is using both technologies – depending on the application.
Luke summarizes the dynamic this way:
Copper wins in scale-up today. Optics wins in scale-out today.
Once co-packaged optics technology matures…optics will likely win both eventually.
Bottom line: Copper dominates many connections in today’s data centers, but optical technologies will likely play a larger role in tomorrow’s bigger and faster data centers.
For investors looking to put money to work, this isn’t an “either/or” investment choice; it’s more of a sequence.
So, let’s zero in on the first part of that sequence…
Why copper still matters today
Luke’s point about copper dominating today’s data-center architecture reinforces a much larger trend that our macro expert Eric Fry has been tracking for years – the critical role copper plays in AI infrastructure and next-generation technologies of all kinds.
Based on the massive demand from these uses, here’s Eric from back in January with his forecast for copper prices this year:
Copper prices will reach at least $8.00 per pound sometime in 2026 – driven by structural supply constraints and accelerating demand for electrification, AI infrastructure, renewables, grid expansion, and industrial modernization.
For context, as I write on Monday morning, copper trades at $5.83.
Independent research firms are reaching similar conclusions about the tightening supply picture…
S&P Global projects global copper demand could rise roughly 50% by 2040 as electrification accelerates and AI infrastructure expands. Yet the pipeline of new mines capable of meeting that demand remains thin.
This has been driving big gains in the Global X Copper Miners ETF (COPX). As you can see below, COPX has more than doubled since the beginning of 2025.
This shortage is likely to continue.
As Eric explains:
The copper market is tilting toward long-term deficits.
The International Copper Study Group expects today’s refined-copper balance to flip into a deficit of roughly 150,000 tonnes next year, as mine production growth slows and concentrate availability tightens.
UBS anticipates an even larger deficit of roughly 400,000 tonnes.
Even under optimistic assumptions, the supply outlook remains challenging.
According to the International Energy Agency, even if every currently announced copper project advances into production, global supply could still fall roughly 30% short of projected demand by 2035.
Eric summarizes the scale of the challenge this way:
To sustain the current pace of AI expansion, we would need to mine as much copper over the next 18 years as humanity has mined in the last 10,000 years combined.
But notice what Eric wrote – “AI expansion.”
His bullishness isn’t limited to copper’s use inside data centers today. Copper sits at the center of the wider AI infrastructure build-out – from power grids and transformers to electric vehicles and renewable energy systems and beyond…
Nearly all that infrastructure depends heavily on copper.
So, while the same AI boom driving demand for optical networking technologies will likely push data centers toward fiber-optic connections over time, it will still keep copper under enormous pressure for years to come, driven by a variety of needs.
I’ll add that while Eric is bullish on copper today, he isn’t ignoring the technology shifts that could shape the next phase of the AI infrastructure build-out.
In fact, he has already positioned his Investment Report subscribers to benefit from the networking transition Luke described earlier – the same one that Jonathan is trading with POET – by recommending Corning (GLW). It’s the global leader in fiber-optic infrastructure that powers much of the internet’s physical backbone.
Since that recommendation, the stock has surged 242%.
Bottom line: whether the constraint is copper or fiber, the pressure points forming across the AI supply chain are creating significant opportunities for investors who understand what’s happening.
Where the next bottlenecks are forming
Copper is just one example…
Eric just flagged two other huge bottlenecks: energy and memory (DRAM).
If you’re less familiar with memory, here’s Eric with a quick explanation:
Without enough DRAM, AI systems simply run out of room to process information.
Without memory, artificial intelligence quite literally can’t think.
Nearly 100 gigawatts of new data centers are scheduled to come online over the next four years. But there’s only enough DRAM to support roughly 15 gigawatts over the next two years.
Nvidia CEO Jensen Huang put it plainly: “The memory bottleneck is severe.”
We’re running long in today’s Digest, so we’ll dig into this more tomorrow.
And for the full story on bottlenecks, Eric will explain everything during a special online event called FutureProof 2026, thisWednesday, March 18 at 1 p.m. ET.
He’ll walk through the industries and supply chains now emerging asthe next chokepoints in the AI economy – and reveal 15 companies already positioned to benefit from these developing constraints.
Jonathan’s POET trade, Luke’s research on AI infrastructure, and Eric’s macro thesis on copper and bottlenecks are all part of the same story…
The enormous investment opportunity in the physical layer that’s powering today’s AI buildout.
Full disclosure – I’m a big believer here, so I’m invested. I own COPX to play copper, and I took a small position in Jonathan’s POET trade to get fiber optics exposure.
After all, it’s hard to look at the data and supply/demand imbalance and not see an opportunity. So, we’ll be tracking these positions together over time.
Bottom line: When today’s AI systems run into bottlenecks – whether in networking hardware, energy supply, metals, or memory – the companies solving those constraints can become some of the biggest winners in the market. And if Eric is right, the next wave of bottlenecks is already taking shape.
Have a good evening,
Jeff Remsburg
(Disclaimer: I own COPX, POET, GLW.)
Manage your account We hope this timely investment research is valuable to you. As you know the markets move fast and conditions change frequently. So please check the current issue for the most recent advice. Please note that we cannot be liable for any missed bulletins caused by overzealous filters. To ensure that you continue to receive this valuable part of your service please take a moment to add services@exct.investorplace.comto your address book.
Markets have been navigating a mix of geopolitical tensions and uneven economic data lately, giving investors plenty to watch.
Most of the attention is fixed on the Middle East, where shipping activity through the Strait of Hormuz remains effectively shut down. That’s impacting oil prices, of course. But the longer it persists, the more it will weigh on economic growth.
At the same time, new economic data has raised questions about the strength of U.S. growth and consumer spending.
So, in this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the recent slowdown in consumer spending – and why seasonal factors, like winter weather, may be playing a role.
Click the image below to watch now.
To see more of my videos, click here to subscribe to my YouTube channel.
While the market continues to react to the latest economic data and geopolitical developments, it’s important that we don’t take our eye off of what will be the key driver of economic growth and stock prices.
I’m talking, of course, about the AI boom.
But here’s the thing. That boom may be approaching a critical turning point…
In fact, my colleague Eric Fry believes this turning point is something that investors can’t afford to ignore.
According to Eric’s analysis, the massive AI buildout is running into limits in areas like energy supply, raw materials and computing infrastructure that could reshape where the biggest profits in AI will be made going forward.
For unprepared investors, that could spell trouble. But for those who are, it could open the door to an entirely new wave of opportunities.
That’s why he’s hosting a special online event called FutureProof 2026, where he’ll explain why he believes a major shift in the market could begin as soon as this spring – and which companies could benefit as the next phase of the AI buildout unfolds.
The event will take place on Wednesday, March 18, at 1:00 p.m. Eastern.
Manage your account We hope this timely investment research is valuable to you. As you know the markets move fast and conditions change frequently. So please check the current issue for the most recent advice. Please note that we cannot be liable for any missed bulletins caused by overzealous filters. To ensure that you continue to receive this valuable part of your service please take a moment to add services@exct.investorplace.comto your address book.
Every day offers a new chance to grow—so explore stories filled with real-life inspiration, practical wisdom, and ideas that fuel your next step forward. Discover uplifting content curated to support your personal growth, and join thousands of readers who visit our site daily for motivation, insight, and a positive boost.
“March is the month when impossible things start becoming possible—all it takes is willingness to begin.”
As you start this week, look for possibilities instead of limitations. What if that challenge is actually an opportunity? What if that door closing means a better one is opening? What if everything is working out better than you can imagine? When you shift your focus from what’s wrong to what’s possible, your entire reality changes. This week is full of potential—stay open to it.MORE INSPIRATION
You’re always one blessing away from a brighter day… and a bigger life. May these stories, affirmations, prayers, and insights lift your spirits and inspire you to lift others.
Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know in baseball, while catching you up on fun and interesting stories you might have missed. Thanks for being here.
We’ll find out tonight (8 p.m. ET, FS1) which one of those two teams will be joining the Americans in the World Baseball Classic final when they face off at loanDepot park in Miami.
The winner of tonight’s matchup will meet Team USA for WBC glory on Tuesday (8 p.m. ET, FOX).
For the United States, this is nothing new. Team USA has reached the championship game in each of the past three Classics. They won it all in 2017 before losing to Japan in ’23.
But neither Italy nor Venezuela has ever gotten that far.
This is the first semifinals appearance for Italy, which won five games combined in its first four Classic appearances before advancing to the quarterfinals in 2023, where it lost to Japan. Italy has already defeated the Americans in this tournament, notching an 8-6 win in pool play.
Venezuela made it to the semis in 2009 but lost to Korea, 10-2. It was six outs away from another semifinals appearance three years ago, facing Team USA in the quarterfinals at loanDepot park, but its hopes were dashed when Trea Turner hit a go-ahead grand slam in the bottom of the eighth inning. Venezuela can set up a rematch against the United States with a win on the same field tonight.
Here are the starting lineups for tonight’s game:
Venezuela
1. Ronald Acuña Jr., RF 2. Maikel Garcia, 3B 3. Luis Arraez, 1B 4. Eugenio Suárez, DH 5. Ezequiel Tovar, SS 6. Gleyber Torres, 2B 7. Wilyer Abreu, LF 8. William Contreras, C 9. Jackson Chourio, CF
Italy
1. Sam Antonacci, SS 2. Jon Berti, 2B 3. Jakob Marsee, CF 4. Vinnie Pasquantino, 1B 5. Zach Dezenzo, DH 6. Jac Caglianone, RF 7. Andrew Fischer, 3B 8. J.J. D’Orazio, C 9. Dante Nori, LF
— Thomas Harrigan
TICKET TO RIDE
Not many people can say they’ve watched an epic game from the stands — and then hit a clutch go-ahead homer on the very same diamond. But Roman Anthony has done just that.
Anthony, the Red Sox slugger who’s popped a couple of dingers for Team USA during the World Baseball Classic — including the decisive solo shot in the team’s 2-1 win over the Dominican Republic in Sunday’s semifinal — has displayed these heroics just three years after buying a ticket to attend the 2023 Classic championship game between the U.S. and Japan.
When Team USA seemed likely to play in the final of the 2023 Classic, Anthony and a few Minor League teammates bought tickets and made the drive from Spring Training in Fort Myers to Miami. The experience was electric — with Shohei Ohtani striking out then-Angels teammate Mike Trout to secure the title for Japan — but this year’s Classic is obviously on another level.
“I can tell you that being on the field is a whole lot better,” Anthony told reporters last week after Team USA’s win against Mexico.
The 21-year-old Anthony watched previous World Baseball Classics as a kid and dreamed of playing in one. He’s gone from dream to reality in just three years — and he won’t need a ticket for this year’s championship game.
“It’s unbelievable, getting to play baseball like this, this early in the year,” he said. “It means a little bit more playing for your country and representing.”
• Tarik Skubal wanted to meet living legend Max Scherzer before they faced off on Saturday, but “I’ve heard he’s kinda crazy on his start day.” Luckily, they ran into each other in the workout facility afterwards.
• All-Star closer Andrés Muñoz — and his famous cat Matilda — are back at Mariners camp after an exciting run with Team Mexico at the WBC.
HOW CAGS GOT HIS MOJO BACK
A .532 OPS in your rookie season tends to lower expectations, even for one of baseball’s top prospects.
But Jac Caglianone has reset them in a hurry this spring. Blasting three balls over 115 mph — including one at 120.2mph — in less than a week will do that.
That’s what the Royals outfielder did early in Kansas City’s Spring Training slate, before leaving to join Team Italy at the World Baseball Classic. He’s continued to mash at the WBC, helping Italy reach the semifinals with a .364/.563/.727 slash, one homer, four RBIs and five runs scored over four games.
It’s a reminder of why there was so much hype around Caglianone — the No. 6 overall Draft pick in 2024 — before a forgettable rookie year that saw him hit just .157 with a 49 OPS+ over 232 plate appearances.
Put your baseball brain to the test with Daily Walkoff, where you can find 30 brand-new trivia puzzles every day, one for each team. Play Daily Walkoff >>
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(4) And Jesus answered him, saying, It is written, That man shall not live by bread alone, but by every word of God. King James VersionChange email Bible version
In Luke 4:4, Jesus tells the Devil, in response to the first of his temptations, “It is written: ‘Man shall not live by bread alone, but by every word of God.'” This is not some general statement that allows us to choose what we will and will not obey, but a requirement for each of us, to the best of our ability, to follow every word of God in living our lives before Him. To do this takes real faith. God has given us “the way of righteousness,” a revelation this world just cannot comprehend, and He is looking for evidence that we not only assent to it but are also living it.
It is the works of obedience that change us, that reflect that we are striving to live as God lives. This is what God counts as proper evidence of our faith. In James 2:17, 20, 26, the apostle informs us that, without works, our faith is dead, and these works are defined as putting into practice the instructions of God in our lives, just as Abraham did on Mount Moriah (Genesis 22:2-12).
When God saw Abraham’s obedience to His instructions, He said, “Now I know that you fear Me!” As hard as it is for us to measure up to what Abraham did in being willing to sacrifice his only son in obedience to God’s command, God should be able to say this about each one of us. Do we have the faith to live by every word of God?
Humbling ourselves in obedience—especially when it hurts—makes a powerful statement to God.
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RJ Hamster 