Investing in the bottlenecks: power, data centers, land, oil, semis, and DRAM. The physical constraints behind the AI age.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 50 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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scarcitytrade.substack.comLatest Issues
SaaS business with huge announced annual cost savings
A 5%+ activist shareholder, 20% market cap buyback, and a major 2027 margin reset could transform an unloved SaaS Business into a FCF powerhouse
More below!
The Mispriced Wrapper Around A Memory Bottleneck
A holdco trading at roughly at 25% of NAV where the underlying trades at <10x earnings and is a direct DRAM beneficiary
More past the paywall!
Activists on board to close NAV discount at $2316.TW WUS PCB
You heard it here first on May 21st folks! $2316.TW trades at a 70% discount to its listed WUS Kunshan holdings (granted the listed stake is valued at 40x earnings) while the operating business is also at an inflection point.
The Scarcity...
The Smallest Toll Booth in a Bigger Memory Cycle
Small Korean semiconductor equipment supplier whose disclosed 2026 orders already exceed its entire 2025 revenue base, while SK hynix and Chinese memory makers are entering a major capacity expansion
My new largest position after lightenin...
Convex AI Trade Opportunity
Underfollowed, cheap leverage available
More below the paywall:
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Investing in the bottlenecks: power, data centers, land, oil, semis, and DRAM. The physical constraints behind the AI age.
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