$TSLA - Tesla's product dominance strategy and Musk's ability to identify and attack bottlenecks has led to successful scaling, with the company having turned around from near-death in 2008 to become dominant in electric vehicles.
$SPACEX - SpaceX has cleared the launch cost bottleneck and achieved order of magnitude improvements in space launch costs through reusable rockets, with NASA contracts validating the business.
$INFRA - Infrastructure for AI and energy is becoming a critical bottleneck, with gas turbines and precision machining shops constraining AI scaling.