2024 marks a significant shift for generative AI, moving from the experimentation phase to monetization, thus providing investors with greater opportunities. By Ido Caspi

Infrastructure investment is an area of bipartisan support, and we believe government funding will likely remain strong, regardless of election outcomes. By Madeline Ruid

Increasing EV adoption has boosted development of the entire value chain. We highlight four key players in the lithium and battery space. By Madeline Ruid

Like previous technological paradigm shifts, the AI revolution offers investment opportunities in three key tech layers: compute, infrastructure, and interface. By Ido Caspi

Artificial intelligence may be revolutionary, but it’s not possible without specialized hardware, creating a large potential opportunity for chipmakers. By Tejas Dessai