The Data Centers AI Forgot
Technology companies want them. Governments want them. Real estate developers want them. Utilities want them and the business that comes with them. Investors want a piece of whatever company can supply the land, electricity, chips, cooling systems, cables,...
The Data Center Trade Most Investors Are Missing
When most investors think about the future of artificial intelligence, they picture the same thing… A massive data center campus. Endless rows of servers. Miles of cable. Huge substations. Dedicated...
The Nuclear Niche Wall Street Hasn’t Discovered Yet
When most people think about nuclear power, they imagine massive cooling towers rising above the horizon. They picture billion-dollar construction projects, decades-long permitting battles, and...
From Crypto to Compute: How Bitcoin Infrastructure Could Power the AI Boom
For years, investors have debated the future of cryptocurrency and the companies that “mine” it… The bullish camp argued that Bitcoin would continue climbing and reward those willing to invest...
Past Featured Articles
The Data Centers AI Forgot
Technology companies want them. Governments want them. Real estate developers want them. Utilities want them and the business that comes with them. Investors want a piece of whatever company can supply the land, electricity, chips, cooling systems, cables,...
The Data Center Trade Most Investors Are Missing
When most investors think about the future of artificial intelligence, they picture the same thing… A massive data center campus. Endless rows of servers. Miles of cable. Huge substations. Dedicated power plants. Enough electricity demand to rival a small city. That...
The Nuclear Niche Wall Street Hasn’t Discovered Yet
When most people think about nuclear power, they imagine massive cooling towers rising above the horizon. They picture billion-dollar construction projects, decades-long permitting battles, and reactors capable of powering entire metropolitan areas. Even today’s...
Older Post
The Real “Price Gougers”
When asked what she would do to deal with inflation during her failed presidential campaign, Vice-President Kamala Harris repeatedly talked about battling the bogeyman of price gouging — the idea that retailers jack up prices to pad their profits Now, never mind that...
A Caffeine Jolt for Starbucks
Oh how the mighty have fallen. Once the king of all coffee sellers, Starbucks has stumbled on hard times. In fact, the whole of 2024 had been pretty much a disaster for the company. The company reported a first quarter rise in revenue — but fell short of...