ai infrastructure stocks Archives

AI Battleground: How Disruptors, Survivors, and Thrivors Will Separate in 2026

January 14, 2026 Ogreman 0

Artificial intelligence is no longer a single trend or a single trade. It’s a competitive environment — a battleground — where companies experience very different outcomes depending on how AI interacts with their business model. […]

Moonshot Meter: AI Infrastructure & Cloud Accelerators

October 8, 2025 Ogreman 0

The AI boom isn’t powered by magic — it’s powered by data centers, GPUs, and server racks. Behind every chatbot, self-driving car, and generative AI model is an infrastructure arms race to deliver faster, smarter […]

Moonshot Meter: AI Training & Data Infrastructure Stocks

September 17, 2025 Ogreman 0

AI models need constant streams of data — cleaned, stored, and delivered in real time. That makes data infrastructure one of the most critical (and overlooked) parts of the AI ecosystem. Today, we’re putting Confluent […]

Sweet Sixteen Update: The Quantum Edition

August 18, 2025 Ogreman 0

Tech investing in 2025 isn’t just about chasing mega-cap names like Nvidia or Microsoft — the real alpha may lie in the under-the-radar innovators building the next wave of disruption. That’s the idea behind the […]

Hidden Giants: Undervalued Data Center Stocks With Huge Upside in 2025

July 15, 2025 Ogreman 0

As the world races to adopt artificial intelligence, cloud platforms, and advanced analytics, one thing is becoming crystal clear: all this digital innovation needs a home. And that home is the data center. While investors […]

AI Needs Real Estate: How Data Center Real Estate Is Becoming the New Oil

July 14, 2025 Ogreman 0

Introduction: The AI Boom and the Land Rush Behind It Artificial intelligence might live in the cloud, but its roots are firmly planted in the ground. Behind every ChatGPT query, autonomous vehicle decision, or AI-driven […]

Sweet Sixteen Portfolio Update: A Ninja Jumps The Sharks!

June 19, 2025 Ogreman 0

If you’re looking to build a forward-thinking tech portfolio in 2025 without overpaying for mega-cap giants, these 16 under-the-radar stocks—dubbed the “Sweet Sixteen”—deserve your full attention. They’re hidden gems across AI, cloud, fintech, and advanced […]