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ARBE is an Israeli automotive sensor company that operates as a "picks and shovels" supplier for the autonomous vehicle industry, providing the...

ONDS (Operational Neural Distributed Systems) represents one of the earliest attempts to create a coordinated autonomous platform for military operations,...

CTM represents a "picks and shovels" connectivity play in the robotics and automation sector, meaning it provides essential infrastructure and...

UMAC represents a picks-and-shovels opportunity in the UAV industry, meaning it captures value from the infrastructure and enabling technologies that...

POET Technologies is a picks-and-shovels play on the AI infrastructure boom—the company doesn't build AI models or compete with graphics processor...

OII's "picks and shovels" subsea play refers to investing in companies that provide the equipment, robotics, and infrastructure technology that enables...

One Stop Systems (OSS) is a picks-and-shovels stock in the autonomy boom—but instead of selling the shovels directly to gold miners, OSS supplies the...

AI-powered drones are fundamentally transforming military operations by enabling autonomous targeting, swarm coordination, and precision strikes that were...

Artificial intelligence would fundamentally alter every phase of a U.S. military conflict with Iran, compressing decision cycles from days to minutes...

Arbe Robotics represents one of the cleaner "picks and shovels" investment opportunities in the autonomous vehicle space because the company supplies...