Author argues several sectors face 2026 supply shortages, favoring glass fiber, copper, memory, power generation and SMR names, with Rolls Royce, Corning and SK Hynix as top picks.
GLW — LONG Corning is listed among glass fiber materials names the author expects to benefit from 2026 shortages, driving demand for limited supply. The author names GLW as one of his favourite picks in the shortage basket. Main risk is that the shortage thesis depends on continued constrained supply.
My favourite picks here are Rolls Royce, GLW and SK Hynix.
000660.KS — LONG SK Hynix is named among memory names facing 2026 shortages and is one of the author's favourite picks. The mechanism is limited memory supply driving demand for the constrained producers. Main risk is that memory shortage upside may already be priced in, as the author notes for Micron.
My favourite picks here are Rolls Royce, GLW and SK Hynix.
SNDK — LONG Sandisk looks like it still has room to run until 2027, and the author believes long term there could be value here even though under $400 it breaks traditional value rules. The mechanism is memory shortage demand against limited supply. Main risk is the rich 30x future PE valuation.
SNDK looks like it still has room to run until 2027, under $400 breaks ‘traditional’ value rules but i believe long term there could be value here.
BE — LONG Bloom Energy is a surprise pick because its Fuel Energy Servers can be deployed producing up to 1.4 GW of energy using gas or hydrogen with efficiency up to 90%, addressing data center power challenges. The author frames it within the power generation/grid capacity shortage theme. Main risk is reliance on the fuel cell deployment thesis materializing.
Bloom Energy is a bit of a surprise too. I found this cool article from their website which explains how their Fuel Energy Servers can be deployed producing up to 1.4 GW of energy using gas or hydrogen with an efficiency up to 90%.
RR.L — LONG Rolls Royce dominates the SMR argument, though most of this won't appear until 2030 although contracts may be signed sooner. The author names it as one of his favourite picks in the power generation shortage theme. Main risk is the long timeline before revenue materializes.
The SMR argument is mainly dominated by Rolls Royce (and most of this won’t appear until 2030 although contracts may be signed sooner)
Unpriced research observations (excluded from Calls and Returns):
3110.T — LONG Nittobo's glass fiber materials are completely sold out until 2027, so limited supply should drive demand and pricing for the company's product. The author frames this as relative current value through growth rather than a cheap P/E, with glass substrates as an adjacent future technology. Main risk is that a future technology could displace the current glass fiber demand. resolved_entity_name_mismatch
While Nittobo has completely sold out until 2027, a future technology could be glass substrates.