The bottleneck building billion-dollar backlogs, and an analyst-ignored stock that could potentially capitalize.
Is consumer demand dying or thriving? It's not clear. But there may be one clear-cut way to navigate the new purchase path.
This company could be poised to benefit from one of the most important industrial realignments in the US today.
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Our first-ever premium research report is here: a truly global macro shift, and two ways to play it.