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Author: Cassian Vance

Cassian Vance brings a sharp, forward-looking perspective to the rapidly evolving technology and AI sectors. Before joining EquitiesOrbis, Cassian spent nearly a decade in Silicon Valley, initially as a systems architect before transitioning into venture capital. This dual background allows him to evaluate tech equities not just through financial metrics, but by dissecting the underlying technology and assessing its true market viability. Cassian holds a dual degree in Computer Science and Economics from Stanford University, and later earned his MBA from the Wharton School.
The NVIDIA Countdown: Positioning for the Most Important Earnings Report of 2026
AI

The NVIDIA Countdown: Positioning for the Most Important Earnings Report of 2026

Cassian VanceMay 10, 2026May 10, 2026

Every earnings season has a defining moment—a single report that sets the tone, dictates the multiple, and establishes the narrative…

The Beijing Gambit: How the Trump-Xi Summit Could Reshape Your Portfolio
Macro

The Beijing Gambit: How the Trump-Xi Summit Could Reshape Your Portfolio

Cassian VanceMay 10, 2026May 10, 2026

The global financial markets are holding their collective breath. On May 14 and 15, 2026, U.S. President Donald Trump will…

Beyond the “SaaSpocalypse”: Why the IGV Software ETF is the True AI Beneficiary
Software

Beyond the “SaaSpocalypse”: Why the IGV Software ETF is the True AI Beneficiary

Cassian VanceMay 10, 2026May 10, 2026

The artificial intelligence investment narrative is undergoing a violent structural shift. For the past three years, capital has overwhelmingly favored…

Intel’s Foundry Moment: The Apple Deal That Changes Everything
AI

Intel’s Foundry Moment: The Apple Deal That Changes Everything

Cassian VanceMay 9, 2026May 9, 2026

The global semiconductor landscape is undergoing a tectonic shift. For years, the narrative has been defined by a single, unassailable…

The AI Software Breakout: Datadog Proves the Bull Case
Software

The AI Software Breakout: Datadog Proves the Bull Case

Cassian VanceMay 9, 2026May 9, 2026

For the past year, the artificial intelligence investment narrative has been overwhelmingly dominated by hardware. Semiconductor designers, foundry operators, and…

Alphabet Inc. (GOOGL): The AI CapEx Gambleand the Path to the Cloud
AI

Alphabet Inc. (GOOGL): The AI CapEx Gambleand the Path to the Cloud

Cassian VanceMay 9, 2026May 9, 2026

Alphabet Inc. (NASDAQ: GOOGL) finds itself at a pivotal juncture in its corporate history. The search giant recently delivered a…

The Echoes of 2000: Why the AI Boom Might Crack—and Why It Won’t Shatter
Opinion

The Echoes of 2000: Why the AI Boom Might Crack—and Why It Won’t Shatter

Cassian VanceMay 9, 2026

The market is whispering a warning, but the roar of the artificial intelligence engine is drowning it out. As the…

BigBear.ai: A Defense AI Darling or a Stock Running on Fumes?
AI

BigBear.ai: A Defense AI Darling or a Stock Running on Fumes?

Cassian VanceMay 8, 2026May 8, 2026

The artificial intelligence revolution has minted its fair share of market darlings, with companies across the software spectrum riding the…

Salesforce’s Agentforce Gambit: Is the CRM Giant Finally Cracking the AI Code?
Software

Salesforce’s Agentforce Gambit: Is the CRM Giant Finally Cracking the AI Code?

Cassian VanceMay 8, 2026May 8, 2026

The enterprise software landscape is undergoing a seismic shift, driven by the rapid integration of artificial intelligence into core business…

UiPath’s Agentic AI Pivot: A Comeback Story or Too Little, Too Late?
Software

UiPath’s Agentic AI Pivot: A Comeback Story or Too Little, Too Late?

Cassian VanceMay 8, 2026May 8, 2026

The enterprise software landscape is littered with former high-flyers that failed to adapt to the next major technological shift. For…

Uber Technologies (UBER): Profitability Arc Meets the Autonomous Future
Software

Uber Technologies (UBER): Profitability Arc Meets the Autonomous Future

Cassian VanceMay 8, 2026

Uber Technologies Inc. (NYSE: UBER) has reached a pivotal juncture in its evolution. Once viewed as a cash-burning growth engine…

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