Categories

·

GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

·

A breezy yet pointed tour of market oddities, where identical facts spawn wildly different valuations, forecasts, and narratives.

·

The worst bull markets are wasted bull markets. The US giants are ensuring that is not the case for them, as they use market-provided opportunities to cement their domination

·

When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.

·

Unpacking the unique blueprint behind our portfolio’s minimal overlap with any global benchmarks, innovation funds, or ETFs

·

Evidence-based insights into China’s semiconductor strides, cutting through Western skepticism and Chinese opacity

·

Rising economic and political fears pit the urge to cut innovation capex against the risk of falling behind in a world that cannot afford dependencies.

·

Before defending nuances, software stakeholders must reassess: Has anything changed? If so, have they?

·

Agents will soon be everywhere, but making money from them will be more difficult than making money of LLMs

·

Drawing from our experience, we explore where outsiders can drive innovation and where deep domain expertise remains the key to breakthroughs.