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Jul 16, 2026
The Next Big Theme: July 2026
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Monthly Covered Call Commentary: July 2026
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From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
The Next Big Theme: July 2026
Monthly Covered Call Commentary: July 2026
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
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Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: July 2026
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.
The Next Big Theme: June 2026
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.
The Next Big Theme: May 2026
May 15, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, Cybersecurity, U.S. Infrastructure, Hydrogen, Semiconductors, and E-commerce.
The Next Big Theme: April 2026
Apr 20, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Defense Tech, AI, Data Centers, U.S. Infrastructure, Space Tech, and Robotics.
The Next Big Theme: March 2026
Mar 23, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, HealthTech, U.S. Electrification, AI Semiconductors, and Autonomous Vehicles.
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