AI & Data Centers: the picks-and-shovels of the AI buildout
Every AI model runs on physical infrastructure — chips, servers, cooling, and power. Soar's AI & Data Centers strategy is a lens on the companies that supply it.
The most-watched story in markets is artificial intelligence — but the models everyone talks about run on something far more physical: warehouses of chips, miles of networking, industrial-scale cooling, and an enormous amount of electricity. Soar’s AI & Data Centers strategy is a lens on the companies that supply all of it.
The picks-and-shovels idea
In a gold rush, the steadier business was selling picks and shovels. The AI version of that is the infrastructure layer: you don’t have to predict which model or app wins to notice that all of them lean on the same underlying buildout. That is exactly what the AI & Data Centers strategy tracks — the backbone beneath the applications.
What’s in the lens
Compute — the semiconductors and accelerators that train and run models.
Servers & networking — the systems and interconnect that tie racks together.
Cooling & power delivery — the unglamorous hardware that keeps dense racks alive.
Data-center facilities & power — the buildings and electricity the whole thing runs on.
It’s deliberately broad. This is a supply chain, not a single bet — and related lenses go deeper on individual layers: Semiconductors on the chips themselves, and Nuclear & Uranium on the power problem the buildout creates.
Why a strategy, not a single pick
A single name concentrates the whole thesis into one company’s execution. A strategy spreads it across the chain and lets Soar’s engine grade setups within that universe. Picking the strategy simply tells Soar what to watch; the engine grades the setups; and if you deploy a bot, it only trades the ones that clear the bar — sized to the risk profile you set.
You don’t have to pick the winning model to follow the buildout every model needs.
How to follow it
Add it to your board to watch, or put a paper bot on it first and see how it behaves. You can check the current read on the daily brief, or open the strategy page to follow it.
Informational and educational content only. Not investment advice. Trading involves risk, including loss of capital.
