ARKBRIDGE Outlines Jonathan Morelli’s “Picks and Shovels” AI Infrastructure Investment Strategy
London, UK, October 15th, 2026, FinanceWire
ARKBRIDGE, a multi-asset CFD trading platform, today announced its focus on the AI infrastructure investment framework developed by Senior Investment Specialist Jonathan Morelli.
The framework examines the semiconductors, memory, networking, data centres, cooling systems, electrical equipment and power infrastructure required to support the broader artificial intelligence economy, applying technology research, valuation analysis and portfolio-risk considerations to assess developments across the AI supply chain.
Morelli’s approach focuses on what he calls the “picks and shovels” of artificial intelligence: the semiconductors, memory, networking, data centres, cooling systems, electrical equipment and power infrastructure required by the broader ...
