Travis Hoium

And we'll talk about companies in just a second.

But this is going across the supply chain to things like memory and chips and all kinds of stuff.

So this seems like something we really need to keep an eye on.

You alluded to it, but we're going to try to tie all this together in the next segment and talk about what this means for us as investors in the market going forward.

You're listening to Motley Fool Hidden Gems Investing.

Welcome back to Motley Fool Hidden Gems Investing.

All right, so we've talked about CPI, we've talked about PPI.

Now, what does this actually mean to the bottom line and to our investments?

So we know that consumers are getting more stretched.

Some costs are going up.

I've been hearing a lot more

reports about supply chains being stretched.

Apple are still undersupplied with iPhones.

They're maybe not making as many Macs as they would like or could sell because of chip shortages and memory costs are going up.

So maybe margins get squeezed.

You have companies like Target, Walmart, Costco

They're the consumer touchpoint.

Some of those stocks are extremely highly valued, 40, 50 times earnings.

So Rachel, with all of this backdrop of inflation, of kind of this tenuous position that consumers are in, but yet we're still investing a ton in artificial intelligence.

Where are you looking at risks and opportunities for investors?