Supply Constraints
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Demand Exceeds Supply: Companies Gain Advantage (Jim Cramer’s Take)
“Supply constrained” is a dominant theme this earnings season, indicating profit opportunities for involved companies. High demand in sectors like tech (Intel, Micron, AMD, Nvidia) and energy (GE Vernova) empowers firms to raise prices. Factors like AI’s demand and semiconductor production complexities drive shortages. Even Boeing faces production constraints. With this imbalance likely persisting, companies navigating supply limitations represent attractive investment opportunities. This situation could also improve the US trade deficit through exports.
