Category: Sectors

European tech investing investissement dans la tech européenne

Strategy

European Tech Investing: Why Solsice Rejected the Anti-Europe Tech Thesis ?

European tech investing remains a complex allocation question because the region combines regulatory burden, capital-market fragmentation and strategic

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May 27, 2026

memory and storage SSD Dram mémoire et stockage

Sectors

Is AI Creating a Structural Repricing of Memory and Storage?

The AI boom is usually discussed through the lens of semiconductors, GPUs, cloud platforms, and large language models.

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May 24, 2026

Sectors

Investing in Water Equities in 2026: Long-Term Theme or Near-Term Opportunity?

Water is one of the most obvious long-term investment themes in the global economy. Population growth, climate stress,

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May 22, 2026