SMR

Where Global Capital Flows Next: 11 Critical Tech Bottlenecks for 2026

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It has been five months since I outlined the structural growth drivers that would lead the market over the next half-year. https://blog.naver.com/growth_papa/223991700720 I find myself wondering: Is your portfolio currently filled with companies solving the most critical technical and policy bottlenecks? At this moment, capital is viewing Big Tech’s aggressive investments with a skeptical eye. … Read more

The Real Bottleneck of AI in 2026: It’s Not GPUs, It’s Power

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 In 2026, the tech world faces a critical challenge: the AI power bottleneck. The true constraint in the AI era isn’t GPUs—it’s electricity. Here’s a comprehensive timeline breakdown of the “power war” where Big Tech is pouring trillions into securing energy infrastructure to solve this AI power bottleneck (This post distills the essential framework … Read more