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a popular, lively tavern located at 2626 Wilshire Boulevard in Santa Monica during the 1960s-1990s, renowned for bawdy sing-alongs led by owner Bill “The Fox” Foster. It was a legendary hangout for college students and rugby players, featuring grandstand seating, beer chugging, and a tavern-style atmosphere. Facebook +3
Key Details About The Fox Inn (Historic):
Atmosphere: Known for its high-energy, “rowdy” atmosphere with communal singing of bawdy ballads, children’s songs, and chants like “Ziggy Zaggy Oi Oi Oi”.
The Act: Bill “The Fox” Foster often performed after downing pitchers of beer, famously singing to patrons, including specialized songs for those leaving to use the restroom.
Legacy: The venue was a staple for USC and UCLA students, as well as the Santa Monica Rugby Club.
Location: It was situated on Wilshire Blvd, directly across from The Horn nightclub.
People took out thousands of dollars in cash in fear that ATMs wouldn’t work.
Thousands canceled flights because they believed planes might simply fall out of the sky.
Stores across the globe sold out of generators, bottled water, and cans of Spam.
For younger folks, it may sound crazy, but the panic over the so-called Y2K bug was very real.
At the turn of the millennium, people around the world feared computers would crash on January 1, 2000 — misreading the “00” date as 1900 instead of 2000.
The problem was real. And real money was spent to solve it.
The Clinton administration said in December 1999 that preparing the U.S. for Y2K was probably “the single largest technology management challenge in history.”
Researchers at Gartner estimate the global cost of Y2K remediation — across governments and private companies — totaled between $300 billion and $600 billion.
In the end, the remediation worked. Aside from a few minor glitches (and perhaps a lingering surplus of canned Spam), the world’s technology systems continued running smoothly.
But while the public worried about computers crashing…
… another problem was quietly forming behind the scenes.
We had to move so quickly at the turn of the century largely because of the tech boom leading up to it.
The dot-com surge triggered a massive buildout of internet infrastructure, and that buildout required enormous quantities of raw materials.
So while consumers were stockpiling supplies…
… tech companies were scrambling to secure metals.
During the late 1990s and early 2000s, the tech boom triggered a surge in demand for critical materials used in electronics and networking equipment:
Copper – to carry electricity and data
Tin – used in electronic soldering
Gold – used in corrosion-resistant connectors
Rare earth elements – used in disk drives, displays, and fiber optics
The explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual.
But mining and refining capacity couldn’t expand overnight.
The result was a classic supply bottleneck.
Prices for semiconductors and other hardware spiked. Companies like Cisco Systems Inc. (CSCO), Intel Corp. (INTC), and Dell Technologies Inc. (DELL) faced growing lead-time issues that slowed product rollouts.
But this metals shortage also created hidden investment opportunities.
Investors who anticipated which resources would become scarce had the chance to profit in extraordinary ways, much like investors who recently benefited from Nvidia Corp.’s (NVDA)nearly 1,000% gains during the AI compute bottleneck.
From 1998 to 2001, I recommended four mining stocks to my readers that went on to generate remarkable gains. These companies became the quiet winners of the late-1990s tech boom.
Today, let’s take a closer look at them — and how identifying a supply bottleneck early created enormous upside.
Then I’ll show you how this same profit-making “bottleneck” cycle is unfolding again thanks to AI… and where investors still have time to position themselves.
When bubbles pop, money flees hype and moves to quality. Futurist Eric Fry is sharing a list of “Buy Now” names that everyone could benefit from. These “AI Survivors” are the stocks you want to be in before the bubble pops. Get the list of free names and tickers here.
When the Internet Needed Copper
Back during the dot-com era, Antofagasta plc (ANTO.L) was not yet the global copper giant it is today.
In the mid-1990s, the company was still a diversified Chilean holding company involved in railways, finance, and industrial businesses.
But in 1996, Antofagasta spun off many of its non-mining assets into Quiñenco SA, one of Chile’s largest conglomerates.
That move transformed Antofagasta into a copper-focused mining company — just as the internet boom was beginning to drive enormous demand for the metal.
During the late 1990s, the company began developing the massive Los Pelambres copper mine in Chile’s Coquimbo Region. Construction started in 1997. Initial production began in 1999. By 2001, the mine had reached full capacity.
Los Pelambres quickly transformed Antofagasta from a relatively small mining group into a major global copper producer. In the early 2000s, the mine accounted for roughly three-quarters of the company’s revenue.
I recommended Antofagasta to my readers on December 18, 1998 — about a year before the mine began production.
Over the next three years, the stock soared 205%, while the S&P 500 was essentially flat.
Over six years, Antofagasta delivered an astonishing 778% gain, while the S&P continued to nurse its losses, down 27%!
Antofagasta built capacity during the investment phase of the 1990s, and then benefited enormously once the metals bottleneck tightened.
But it wasn’t the only copper producer positioned to win.
While tech companies were building the internet, companies like Freeport-McMoRan Inc. (FCX) were supplying the physical materials that made the emerging digital world possible.
Freeport’s crown jewel was the Grasberg Mine in Indonesia, one of the most important copper and gold mines on Earth.
Because Grasberg was already operating at scale, Freeport could immediately ramp up production as demand surged. The company didn’t need to build new capacity to benefit from the bottleneck — it simply needed to keep producing.
I recommended Freeport to my readers on April 26, 1999.
Over the next three years, the stock rose 37%, while the S&P 500 slumped 18%.
Over six years, Freeport soared 193%, while the broader market lost 7%.
Copper wasn’t the only opportunity of the time…
The Other Metals That Made Investors Rich
During the late 1990s, Cameco Corp. (CCJ) controlled some of the richest uranium deposits in the world in Canada’s Athabasca Basin.
Its McArthur River and Key Lake mines had extremely high uranium grades, giving Cameco some of the lowest production costs in the entire industry.
Now, uranium wasn’t central to the internet infrastructure buildout. Prices were relatively weak during most of the dot-com era. So you might wonder why Cameco belongs on this list.
The answer is simple: cost advantage. Because its deposits were so rich, Cameco remained profitable even during periods of weak uranium prices.
Then, shortly after the dot-com era ended, uranium experienced its own supply crunch. And Cameco was perfectly positioned to benefit.
I recommended the company to my readers on July 9, 1999.
Over three years, the stock rose 36%, while the S&P 500 declined by nearly 30%.
Over six years, Cameco rocketed 640% as the S&P was still 5% underwater.
My final bottleneck winner came from another corner of the mining world.
Impala Platinum Holdings (IMPUY) was one of the largest producers of platinum-group metals in the world.
These metals — platinum, palladium, rhodium, iridium, and osmium — are used in:
automotive catalytic converters
electronics components
chemical processing
petroleum refining
During the late 1990s, demand for these metals increased sharply as global manufacturing expanded. Meanwhile, tightening emissions standards increased demand for catalytic converters.
The price of platinum surged from roughly $350–$400 per ounce to more than $600. Because Impala was already a major supplier, those rising prices flowed straight into the company’s profits.
I recommended Impala on March 30, 2001.
Over the following three years, the stock rose 176%, compared to just 2% for the S&P 500.
Over six years, Impala soared 872%, while the S&P gained only 36%.
The lesson is clear.
During major tech booms, materials and infrastructure often become bottlenecks.
And the companies that control those bottlenecks can generate extraordinary returns.
Where the Next Bottleneck Is Forming
Today, we’re seeing something very similar unfold during the AI Revolution.
Artificial intelligence requires enormous quantities of infrastructure, including chips, electricity, memory, and critical metals.
And whenever demand for infrastructure rises faster than supply can respond, bottlenecks emerge.
For investors who identify them early, the upside can be highly asymmetric.
In general, I look for four things:
Where demand is overwhelming supply
Which companies control the choke point
Whether increasing supply will be easy or difficult
And whether the market has recognized the opportunity yet
Of course, identifying these bottlenecks in real time is easier said than done.
But right now, several new constraints are beginning to appear across the AI supply chain.
And the companies positioned to solve those constraints could become some of the biggest winners of the next phase of the AI boom.
During this free broadcast, I’ll explain why new shortages in metals, electricity, and memory could soon become the next major bottlenecks in the AI Revolution.
I’ll also reveal 15 companies already positioned to benefit from these developing constraints.
If history is any guide, the next Nvidia Corp. (NVDA)-style winner may not come from AI software — but from the companies solving AI’s biggest infrastructure challenges.
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.
Nebius’ 1.2 GW Win: A $20B Bet on AI Infrastructure
Submitted by Jeffrey Neal Johnson. Originally Published: 3/5/2026.
Key Points
The approval of a new AI factory represents a pivotal milestone for Nebius, positioning the company as a key enabler for the entire AI ecosystem.
This major infrastructure project directly supports the company’s aggressive growth targets by meeting the overwhelming and secured customer demand for AI compute.
This landmark project validates the company’s focused strategy on AI infrastructure, earning positive notice and strong price targets from Wall Street analysts.
The company has secured approval to build a large AI factory in the United States — a project with power capacity comparable to some of the largest data centers worldwide. This is more than a construction project: it’s the cornerstone of Nebius’s new corporate identity and a validation of its strategy to become a key provider of global AI infrastructure.
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At the center of this plan is a 400-acre campus in Independence, Missouri, set to become a hub for AI activity and to create more than 1,300 local jobs. The most important figure for investors is the facility’s potential power capacity: up to 1.2 gigawatts (GW). In an industry measured by computing power, access to electricity at that scale is a strategic advantage — 1.2 GW is enough to power a large city.
For the AI sector, electricity is a critical and scarce resource. Over the past year the conversation has focused on high-powered GPUs, but as chip supplies recover the limiting factor is increasingly the physical space and massive electrical infrastructure needed to run them. Companies can have the best algorithms, but without reliable, large-scale power their ambitions are constrained. By securing this capacity, Nebius has claimed a vital piece of the infrastructure puzzle and positioned itself as an enabler for the broader AI ecosystem.
This Missouri factory is the flagship project of the reoriented Nebius. The company has transformed from its past as the diversified tech conglomerate Yandex N.V. into a focused, pure-play AI infrastructure provider. The shift concentrates resources on capturing what Nebius sees as the single largest market opportunity today, and this tangible project is the clearest proof point of that new focus.
From Power to Profit
Investors want to know how this infrastructure spend converts to revenue. The answer lies in the current supply-and-demand imbalance in AI computing. During its fourth-quarter 2025 earnings call, Nebius said its available computing capacity was sold out months in advance. Demand for AI infrastructure is intense, with customers committing to longer-term contracts and paying premiums to secure capacity.
In this environment, building and powering new data centers is the most direct way to capture revenue. The Missouri project is central to Nebius’s plan to meet demand and hit its targets. Management has guided to an annualized revenue run rate (ARR) of $7 billion to $9 billion by the end of 2026. ARR extrapolates current recurring revenue over a year and gives a forward-looking view of business scale; reaching this target depends on bringing new capacity online.
Such growth requires heavy capital investment. Nebius outlined a capital expenditure plan of $16 billion to $20 billion for 2026. About 60% of that funding is already secured through cash on hand, operating cash flow, and large upfront payments from long-term customer agreements. With a strong balance sheet and limited existing debt, the company appears positioned to finance the remainder without taking on excessive risk. This is a structured expansion backed by confirmed customer demand rather than a speculative gamble.
A Clear Runway for Growth
Approval of the Missouri AI factory is a major de-risking event for Nebius. What was once an ambitious plan on paper is now a visible project with government and community support, giving investors a concrete milestone to track. It validates the company’s strategy to claim a leadership position in the high-demand world of AI infrastructure.
Wall Street has noticed. The stock carries a Moderate Buy consensus rating from analysts, with an average price target of $143.22. That target implies meaningful upside from current levels and reflects confidence in the company’s growth path. Analyst targets range from $84 to $211, showing varied opinions but also a robust bullish case. The investment thesis is further supported by Nebius’s technology assets, including autonomous-vehicle developer Avride and edtech platform TripleTen, which add strategic depth.
With its strategy validated and capacity expansion visibly underway, the near-term focus for investors will be execution. This milestone project gives Nebius a clear runway to strengthen its role — not merely as a participant, but as a critical pillar of the global AI revolution.
Today’s Exclusive Article
Warm Winter Hit Vail’s Earnings. What Does It Mean for the Stock?
Submitted by Jennifer Ryan Woods. Originally Published: 3/11/2026.
Key Points
An unusually warm winter and historically low snowfall in the Rockies led Vail Resorts to miss fiscal second-quarter earnings expectations and cut its full-year guidance, with skier visits falling 12% as limited snowpack reduced available terrain at key resorts.
Although Vail’s stock has struggled in recent years, falling more than 60% from its 2021 peak, analysts still see significant upside, with the average 12-month price target of about $171 implying more than 25% potential gains from current levels.
Investor sentiment remains divided, as short interest has climbed to nearly 12% of the public float even while the company’s 6.6% dividend yield may help support the stock.
A historically warm winter weighed on ski resort operator Vail Resorts Inc. (NYSE: MTN), producing disappointing fiscal Q2 2026 resultsand prompting the company to cut its full-year guidance. Shares fell after the report was released following the market close on March 9 but later recovered; trading the next day was marginally positive, with the stock hovering near $135 on above-average volume as investors digested the earnings miss and updated outlook.
Investor sentiment remains mixed. Despite the weather-driven setback, analysts still see meaningful upside, though rising short interest suggests some investors are skeptical about the company’s near-term prospects.
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On the earnings call, Chief Executive Robert Katz said the disappointing quarter and reduced guidance reflected “the most difficult weather environment in the Rockies we have ever seen.” Snowfall and snowpack were at or near historic lows, he added, surpassing the dismal conditions of fiscal 2012, which had previously been considered the region’s worst season. Those poor conditions contributed to a 12% decline in visits.
The Colorado-based company, which operates more than 40 mountain resorts including flagship destinations such as Vail Mountain, Beaver Creek Resort and Breckenridge Ski Resort, reported earnings of $5.87 per share, down from $6.56 a year earlier and missing estimates by $0.18.
Revenue for the quarter totaled $1.08 billion, a 4.7% year-over-year decline and more than $27 million below estimates. Because the Rockies generate the lion’s share of Vail’s resort EBITDA, historically low snowfall in that region had a disproportionate impact on results.
Epic Pass and Diversified Resorts Help Cushion the Blow
In the earnings release, Katz said that despite a “worst-case weather scenario,” the decline in lift revenue was modest, reflecting the strength and resilience of Vail’s operating model. Strong growth in the Epic Pass program, which lets skiers pay up front for access to multiple resorts, helped stabilize revenue. Pass holders account for roughly 75% of visits each year, providing a steadier stream of income even in difficult seasons. The company’s expansion into more geographically diverse locations also helped mitigate the effect of regional weather swings.
Given ongoing uncertainty around weather — which continues to limit available terrain at some resorts — Vail lowered its fiscal 2026 net income outlook to $144 million–$190 million, down from a prior range of $201 million–$276 million. The company maintained its quarterly dividend of $2.22 per share, saying this year’s cash-flow decline does not reflect the business’s long-term cash-generating ability. At about a 6.6% yield, the dividend could attract income-focused investors and provide some support to the stock.
Shares Have Struggled Despite Analysts’ Expected Upside
Vail’s stock has fallen sharply since its all-time high of roughly $372 in November 2021. In early February it dipped to about $126, off more than 66% from the peak. Over the past year the shares are down more than 11%, while the leisure and recreational services industry gained over 10% and the Invesco Leisure and Entertainment ETF (NYSEARCA: PEJ) rose more than 18%. Vail trades at a price-to-earnings ratio just under 20, above the industry and broader consumer discretionary average of around 17.
Analysts are divided. Of 13 covering the stock, four rate it Buy, eight Hold and one Sell. After the results, three analysts trimmed price targets: Barclays to $138 from $140, Truist Financial to $217 from $234, and Stifel Nicolaus to $172 from $175. Despite those cuts, the average 12-month target remains well above the current price — the $171 consensus implies more than 25% upside from roughly $133.
Short interest has risen, suggesting increased skepticism about the near-term outlook. As of Feb. 13, about 4.19 million shares were sold short, representing nearly 12% of the public float — roughly double the level a year earlier.
For investors, Vail’s outlook may hinge on whether the weather-driven weakness is temporary. If visitation normalizes and the pass-based model continues to provide revenue stability, analysts’ upside could materialize. In the meantime, the sizable dividend and the company’s diversified footprint may help support the stock through a challenging season.
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RJ Hamster 