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The Rare Earth Bottleneck
A tour of the space
Jun 29
•
Tech Fund
28
2
Scaling Laws, Edge AI, and Robotics
This Week's Finds
Jun 21
•
Tech Fund
36
3
1
AI Value Chain Champions & Bottlenecks
Key Findings This Week
Jun 14
•
Tech Fund
35
2
Agentic AI Winners
Key findings in AI & Tech
Jun 7
•
Tech Fund
70
6
SpaceX - Frontier AI, Starlink, Terafab, Launch, Colossus
Pre-IPO Deep Dive
May 30
•
Tech Fund
32
Most Popular
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Power Bottlenecks & The AI Data Center
May 9
•
Tech Fund
97
2
17
The Bull Case for Software, ASML, Credo, Copper vs Optics
Feb 8
•
Tech Fund
65
1
4
Agentic AI Winners
Jun 7
•
Tech Fund
70
6
Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook
Mar 12, 2024
•
Tech Fund
52
6
6
Latest
Top
Discussions
AI & Memory Outlook – Peaking Bubble Or Long Term Bull Market?
Key findings
May 18
•
Tech Fund
41
3
Tech IPOs & Cerebras' Valuation
IPO day...
May 14
•
Tech Fund
23
1
Power Bottlenecks & The AI Data Center
Key stocks to overcome the power bottleneck
May 9
•
Tech Fund
97
2
17
Cerebras Deep Dive
Disaggregated Inference, Wafer-Scale Engines, The OpenAI and Amazon Deals, IPO Thoughts
May 2
•
Tech Fund
42
4
Leading Edge Semi Shortages + Stock Picks
Key developments in semis
Apr 25
•
Tech Fund
41
2
Stock Picks in Tech – Five Niche Leaders with Long Runways of Growth
Five stock pitches
Apr 15
•
Tech Fund
36
1
The Trade Desk Disrupted?
Deep Dive
Apr 8
•
Tech Fund
33
2
3
AI Outlook – Nvidia vs Broadcom vs AMD
+ a strong supplier in the humanoid robotics value chain
Mar 29
•
Tech Fund
34
2
HBM/Die Bonding Semicap Outlook
Die Bonding as the New Moore's Law
Mar 16
•
Tech Fund
25
2
2
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Tech Investments
In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
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