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How to invest in the hardware, software, services, and components powering technological innovation.
Recent Articles


Apr 26, 2026 by Micah Zimmerman
Prediction: The Artificial Intelligence (AI) Supercycle Will Survive the Iran War. But the Supply Chain That Feeds It Just Changed Forever.
The AI supercycle isn't breaking, and the real money is shifting to the companies powering a more expensive, geopolitically resilient supply chain.

















