Logo English
Davide Sciannimonaco

Davide Sciannimonaco

Investment And Research Coordinator (Scientific Research)
Macro

05 December 2025

China Technology: The $2tn Tailwind
As China's 15th Five-Year Plan moves from drafts to deployment, the structural case for Chinese technology exposure has...
more
Artificial Intelligence & Robotics

04 December 2025

Your Code Is Too Slow: Anthropic Takes The Lead
Anthropic is acquiring Bun, a high-performance JavaScript runtime, to supercharge its coding agent Claude Code, which ha...
more
Artificial Intelligence & Robotics

10 November 2025

Software eats AI, Act II: The vertical feast begins
The whole labor market (worth $11tn in the U.S. alone) is the real feast for AI, not infrastructure.
more
Macro

23 October 2025

The China Rally's Second Act: Why the Plenum Changes Everything
As markets front-run Beijing's most important meeting in 5 years, our 35-stock portfolio's +42% return since February ma...
more
-

12 August 2025

The liquidity map points to China
China's central bank just unleashed its biggest liquidity wave, while the West is struggling to keep the pace.
more
Security & Space

05 August 2025

Platform Wars: Cybersecurity's New Era
The Palo Alto-CyberArk and Google-Wiz mega-deals signal a fundamental shift in how enterprises buy and deploy cybersecur...
more
Macro

27 June 2025

The Year of the Dollar - Part II
Six months into what we dubbed "The Year of the Dollar," the landscape has evolved in ways that both validate and challe...
more
Macro

27 May 2025

It's China's time, again
The Dragon's resurgence continues: why China's "Xi put" and "Pan put" signal a strategic buying opportunity
more
Artificial Intelligence & Robotics

10 May 2025

Software eats AI: verticalization drives value
Tech giants' latest results confirm that sector-specific solutions are yielding superior returns in AI.
more

Login

Create an account

By creating an account you agree to our User Agreement, Privacy Policy and to receive related communications.

Reset password

Type in your e-mail and reset instructions will be sent to you.