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Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
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Aug 20, 2025
Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
Quarterly MLP Commentary: Q2 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.
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
Jul 09, 2025 •
By
Tejas Dessai
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five.
The Next Big Theme: June 2025
Jun 26, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, HealthTech, U.S. Electrification and Clean Water.
The Next Big Theme: May 2025
May 23, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, Healthcare, Cybersecurity and Electric Vehicles.
The Next Big Theme: April 2025
Apr 23, 2025 •
By
Ido Caspi
This month, we discuss disruptive thends in Defense Tech, U.S. Infrastructure, AI, HealthTech, and Global Infrastructure.
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