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The Next Big AI Bottleneck Isn't Chips -- It's Natural Gas. Here Are the Stocks to Buy Before the Crunch.

One chief investment officer is making a compelling pitch for why natural gas could be the next wave to buy into amid the artificial intelligence boom.

The Next Big AI Bottleneck Isn't Chips -- It's Natural Gas. Here Are the Stocks to Buy Before the Crunch.

Published July 22, 2026 · Category: Finance

Overview

The market has been razor-focused on soaring oil prices this year, and rightfully so. But not paying attention to the broader energy landscape would be a mistake and potentially a missed investment opportunity.

That’s according to Chronometer Partners Chief Investment Officer Matthew Smith, who says there is a huge emerging opportunity in natural gas.

Details

Smith’s argument is built on the thesis that, as power demand increases due to an oil crunch and the needs of artificial intelligence, natural gas will quickly become the best game in town.

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Source

Originally published at www.fool.com.

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