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2026 Outlook
Iranian Revelation: Strategic Tops Tactical
The Next Big Theme: February 2026
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Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: February 2026
Feb 18, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.
The Next Big Theme: January 2026
Jan 21, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.
The Next Big Theme: December 2025
Dec 18, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.
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.
Four Companies Reshaping the Artificial Intelligence Landscape
Apr 22, 2024 •
By
Ido Caspi
2024 marks a significant shift for generative AI, moving from the experimentation phase to monetization, thus providing investors with greater opportunities.
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