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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Aug 13, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, Semiconductors, Defense Tech, U.S. Infrastructure, AI and Autonomous Driving.
Jul 16, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in Space Tech, Data Centers, U.S. Infrastructure, U.S. Electrification, Health Tech and Climate Tech.
Jun 15, 2026 • By
Ido Caspi
This month, we discuss disruptive trends in AI, Data Centers, U.S. Electrification, Defense Tech, U.S. Infrastructure, and Cybersecurity.
Feb 20, 2026 • By
Tejas Dessai
Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.
Dec 01, 2025 • By
Ido Caspi
This month, we discuss disruptive trends in AI, Blockchain, Cybersecurity, Data Centers, U.S. Infrastructure, and CleanTech.