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Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
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Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
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Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: October 2025
Oct 17, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.
Introducing CHPX: The Case for AI Semiconductors & Quantum Computing
Oct 01, 2025 •
By
Tejas Dessai
CHPX seeks to offer exposure to the complete value chain of AI semiconductor and quantum computing companies.
The Next Big Theme: September 2025
Sep 25, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, U.S. Infrastructure, Autonomous Vehicles, Robotics, U.S. Electrification and Cloud Computing.
Investing in AI: Why Data Centers? Why DTCR?
Aug 19, 2025 •
By
Tejas Dessai
The data center industry is poised to accelerate, as AI monetization scales and the demand for AI computing infrastructure grows.
Inflection Points: Tales of The Automation Age
Aug 11, 2025 •
By
Scott Helfstein
While policy decisions dominate the headlines, secular shifts transforming the economy speed ahead, creating potential opportunities for investors.
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