Hacker Havoc
Sondov Engen(@sen)
Replaced by AI or more important than ever?
SaaSpocalypse Now
Sondov Engen(@sen)
Will everyone build their own software in the future? The markets think so.
US Semis to the moon
Sondov Engen(@sen)
Selected U.S. semiconductor leaders, normalized YTD performance
NVIDIA - Performance & Events
Sondov Engen(@sen)
Nvidia vs mega-cap peers, YTD performance with earnings indicators
Novem Example Index - Top & Bottom Contributors
Sondov Engen(@sen)
Example table of top 10 and bottom 10 contributors to the novem example index
Novem Example Index - Geographic Performance Breakdown
Sondov Engen(@sen)
Novem Example Index performance by geography
Novem Example Index - Performance History
Sondov Engen(@sen)
Performance history by region
Top US states by population and age
Sondov Engen(@sen)
State population according to us CENSUS
CLAUDE CODE - ARR & USER GROWTH
Sondov Engen(@sen)
Directional estimate of Claude Code ARR and developer adoption from May 2025 to May 2026
Novem Animation Demo - US States
Sondov Engen(@sen)
A looping animation of different views of us state populations
CLAUDE CODING CAPABILITY EVOLUTION
Sondov Engen(@sen)
Claude model coding benchmarks and autonomous task horizon over time
Novem population chart
Sondov Engen(@sen)
A live demo of population changes
custom_test
Sondov Engen(@sen)
Simple test chart
Sondov Engen(@sen)
Novem Example Index - Country Performance by Month 2023
Sondov Engen(@sen)
Monthly performance breakdown by country ytd
Novem Example Index - Country Performance by Month 2023
Sondov Engen(@sen)
Monthly performance breakdown by country ytd
Novem Example Index - Sector Performance Contribution by Month 2023
Sondov Engen(@sen)
Monthly performance contribution by sector ytd
Novem Example Index - Sector Performance by Month 2023
Sondov Engen(@sen)
Monthly performance breakdown by sector ytd
Novem Example Index - Largest contributors to the Technology sector in May
Sondov Engen(@sen)
The largest positive contributors to the technology sector may 2023 performance.
Novem Example Index - Largest detractors in the Energy sector in May
Sondov Engen(@sen)
The largest detractors to the Energy sector may 2023 performance.