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Artificial intelligence is rapidly becoming the world’s next great infrastructure project, part semiconductor cycle, part energy transition, part national-security exercise. PwC now estimates cumulative AI-infrastructure investment could reach $31.6 trillion by 2050, creating a long-duration opportunity set that stretches well beyond the familiar…
Celsius Holdings, Inc. (NASDAQ: CELH) is no longer merely a high-growth fitness-drink story. It is becoming a scaled, multi-brand energy platform with roughly one-fifth of U.S. ready-to-drink energy dollars, two billion-dollar brands, a deeper relationship with PepsiCo, Inc. (NASDAQ: PEP), and an increasingly credible…
Modular Medical, Inc. (NASDAQ: MODD) is approaching one of the most consequential moments in its corporate history: converting an FDA-cleared insulin patch-pump platform into a recurring-revenue commercial franchise. The company’s early launch plan for Pivot™, including targeted metropolitan markets, a national pharmacy-benefit-manager contract,…