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Tech Sector


Where Are We in the AI Technology Cycle?
The Big Picture Artificial intelligence has moved from the pages of science fiction into the core of how businesses can operate. Over the past three years, we've witnessed one of the fastest technology adoption cycles in history — and we believe we're now entering its most consequential phase. Understanding where we are in this cycle is critical for investors. Technology revolutions follow a predictable pattern: hype, infrastructure build-out, deployment, and finally maturati

Mike Germain, CFA
Mar 253 min read


Silicon Valley's New Reign: Why AI-Powered Tech Leads the Next Investment Cycle
The next industrial revolution isn't coming; it's here, and it's powered by Artificial Intelligence (AI).

Mike Germain, CFA
Dec 5, 20252 min read
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