Microblog: Rob Spivey’s Microcap Confidential AI Bottleneck Portfolio Tease

I recently came across a presentation from Rob Spivey of Altimetry Research, promoting their Microcap Confidential service and a special report called The AI Bottleneck Portfolio: Triple Your Money or More Through Trump’s Historic Deregulation.

https://steadyincomeinvestment…

The pitch centers on a looming “AI Bottleneck” crisis, where energy shortages are threatening the AI industry’s growth, and a supposed game-changing deregulation by President Trump on September 30, 2025, via Executive Order 14270. Spivey claims this will unlock massive opportunities in small-cap energy and financial stocks, particularly in natural gas, with potential for triple-digit gains or more.

Has anyone dug into this AI Bottleneck Portfolio or subscribed to Microcap Confidential? What are the teased stocks, especially the natural gas infrastructure firm and the anti-flaring startup? Are these claims about the AI Bottleneck and Trump’s deregulation legit, or is this just another overblown pitch? Any insights on Altimetry Research’s credibility or past performance would be greatly appreciated!

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