Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption … Read More
February 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More
January 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For January, Investment Analyst Tom Gilbertson runs us through the disruptive … Read More
December 2023 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For December, Portfolio Manager Anshu Sharma gives us the panoramic view … Read More
November 2023 UpdatePlus
For November, we discuss cord cutting – what it is and how it will impact the entertainment landscape.
October 2023 UpdatePlus
For October, we discuss the ARM chip and how its adoption will impact the broader semiconductor industry.
September 2023 UpdatePlus
For September, we discuss Huawei’s Kirin 9000 chip and what impact it will have on the international semiconductor industry.
August 2023 UpdatePlus
For August, we discuss Nvidia’s earnings call and just how significant the numbers are.
June 2023 UpdatePlus
For June, we discuss comments from Oracle founder Larry Ellison about the semiconductor spend that AI workloads demand.
April 2023 UpdatePlus
For April, we discuss Microsoft, Amazon and Google as the AI numbers start to roll in.
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