Good Evening,

It seemed appropriate to address some of the themes we discussed in the Weekend notes.

Next big theme is Robotics - very excited for that, do join in if you share our excitement.

Serious about Asia investing? Your process needs more Panda. We full appreciate that for some this is not enough and you’d like a more personalised service that will help get results in China and Asia. Fret not, instead see what we offer here, and connect with us today or message us directly.

I do hope this helps to explain what we’re thinking about here looking out to 2Q25 and beyond.

Have a great week,

Leonid

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