Thematic Signals Vol 7, #15

September confirmation points for our targeted strategies

With summer over and the race to the end of the year beginning, we are back with a fresh look at signals for our thematic strategies. Once again, these signals offer real-world, ripped-from-the-headlines support. We could blather on, but we know you’d prefer to get to those signals post haste as they say, so without further ado…

Photo by Glenn Carstens-Peters on Unsplash

Artificial Intelligence
Software, chips, and related companies that facilitate the collection and analysis of large data sets and autonomous generation of solutions given non-machine language prompts.

• AI is being explored for more than just term papers and new memes in a paper from University of Negev researchers in Israel

• Edge Computing and AI setting the framework for a new gold rush in the cloud computing industry

• Coke introduces a new mystery flavor, made by AI

• Microsoft, Palo Alto, CrowdStrike may benefit from $30B AI gain

• Adobe, others join voluntary US scheme to manage AI risks

• US and Vietnam make deals on AI chips and tech worth billions

Consumer Inflation Fighters
Companies that are poised to benefit as consumers stretch the disposable spending dollars they do have.

• A monthly update on the state of the US consumer: June 2023

• Americans Prepare for Tighter Budgets as Student Loan Payments Resume

• The Student Loan Borrowers Who Will Continue to Struggle

• Credit Card Usage Jumps as Consumers in July Add $10.4 Billion in Debt

• 4 Ways Restarting Student Loan Payments Could Impact Economy

• 46% With Federal Student Loans Don’t Know How Much They Owe

Cybersecurity
Securing individuals and organizations against cyber threats and privacy violations:

• 200,000 WordPress Sites Exposed to Attacks Exploiting Flaw in ‘Ultimate Member’ Plugin

• More than 16 million people and counting have had data exposed in MOVEit breaches

• Hospital Cyber Attacks Surge, Risking Struggling Bottom Lines

• Microsoft, Palo Alto, CrowdStrike may benefit from $30B AI gain

• FBI turns the tables on Qakbot malware, seizes $8.6 million in stolen cryptocurrency

Data Privacy & Digital Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy.

• 71% of Gen Z Consumers Prefer Banking via Smartphone for Security

• Getting Locked Out of Your Digital Life Is Bad. Here’s How to Avoid It.

• Firefox developer Mozilla evaluates late-model cars for Privacy

• TikTok looks to alleviate Data Privacy concerns with Project Clover

• Court sides with Norwegian regulator’s $100K daily fine imposed on Meta over ad privacy concerns

Nuclear Energy & Uranium
Companies that either build and maintain nuclear power plants or are involved in the production of uranium.

• Nuclear’s role in sustainable energy generation is still a no-brainer for some, and untenable for others

• The International Atomic Energy Agency publishes the 2023 edition of its Country Nuclear Power Profiles which outlines the pace of growth and the current state of nuclear power programs globally

• Germany - Minister Announces Plans For Fusion Nuclear Power Plant ‘As Soon As Possible

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Recent Thematic Signals

• Thematic Signals Vol. 7, #14 - The State of the Oil Market with Prairie Operating Co.

• Thematic Signals Vol. 7, #13 - Another round of confirmation for our thematic and targeted exposure strategies

• Thematic Signals Vol. 7, #12 - Chatting LEDs and EV Charging Stations with Orion Energy Systems

• Thematic Signals Vol 7, #11 - More on Lithium battery technology with Flux Power (FLUX)

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Tematica Thematic Indices

• Foxberry Tematica Research Cybersecurity & Data Privacy Index

• Foxberry Tematica Research Sustainable Future of Food Index

• Tematica BITA Data Privacy and Digital Identity Index

• Tematica BITA Digital Infrastructure & Connectivity Index

• Tematica BITA Big Spenders & Savers Index 

• Tematica Research Thematic Dividend All-Stars Index