Mosaic Insights

5 Insights That Shape My View on USDC stablecoin

Stablecoins are often dismissed as crypto, but they’re becoming a global settlement layer. Here are 5 insights on USDC, network effects, and a ~$60T…

May 3 • Mosaic Insights

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March 2026

Siemens Energy: Positioned for the Electricity Supercycle

Siemens Energy may not be a cyclical recovery story. Gas turbines and grid infrastructure are at the center of a multi-decade electricity build-out.

Mar 9 • Mosaic Insights

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January 2026

The Trade Desk: structural or temporary slowdown?

A deep dive into The Trade Desk after its sell-off. Is growth slowing structurally, or is this a temporary macro shock? Let's find out.

Jan 3 • Mosaic Insights

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November 2025

Ypsomed: The Picks-and-Shovels Trade for the Weight-Loss Revolution

Everyone is focused on Novo Nordisk and the weight-loss drug revolution.

Nov 15, 2025

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