Why Ticker Tape looks for AI “picks and shovels” companies like Scale AI instead of trying to pick the winning AI product.
Investing in the AI Revolution: The Picks-and-Shovels Approach Read More »
Claims that data centers are draining our water don’t hold up. Here’s why we say look at the data, not the hype.
Data Centers Aren’t Using Up Our Water: Look at the Data Read More »
AI depends on rare earth materials and magnets, and that’s why Ticker Tape invested in USA Rare Earth’s effort to build a U.S. supply chain.
AI Runs on Rare Earths: Why We Invested in USA Rare Earth Read More »
Space data centers don’t solve cooling. The real advantage is continuous solar power.
Is Space the Future of AI Data Centers? Read More »
Family offices are betting on AI picks and shovels, not just software. Which non-AI companies will benefit most?
Who Will Win the AI Revolution? Think Beyond Software Read More »
Should you invest in AI makers or the companies that benefit from AI? The gold rush offers a clue.
The Big Money Isn’t in Today’s AI Stocks Read More »
