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TSMC's Tech Roadmap, Outlook, and the Semis Sell-Off
Deep Dive
Jul 19
•
Tech Fund
35
3
Silex Microsystems: The MEMS Foundry Behind Google's Optical Switches
Deep Dive
Jul 7
•
Tech Fund
25
1
The Rare Earth Bottleneck
A tour of the space
Jun 29
•
Tech Fund
33
2
1
Scaling Laws, Edge AI, and Robotics
This Week's Finds
Jun 21
•
Tech Fund
43
3
1
AI Value Chain Champions & Bottlenecks
Key Findings This Week
Jun 14
•
Tech Fund
38
2
Most Popular
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Power Bottlenecks & The AI Data Center
May 9
•
Tech Fund
137
2
20
Agentic AI Winners
Jun 7
•
Tech Fund
75
7
The Bull Case for Software, ASML, Credo, Copper vs Optics
Feb 8
•
Tech Fund
65
1
4
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
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Discussions
Agentic AI Winners
Key findings in AI & Tech
Jun 7
•
Tech Fund
75
7
SpaceX - Frontier AI, Starlink, Terafab, Launch, Colossus
Pre-IPO Deep Dive
May 30
•
Tech Fund
33
AI & Memory Outlook – Peaking Bubble Or Long Term Bull Market?
Key findings
May 18
•
Tech Fund
43
1
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
137
2
20
Cerebras Deep Dive
Disaggregated Inference, Wafer-Scale Engines, The OpenAI and Amazon Deals, IPO Thoughts
May 2
•
Tech Fund
43
4
Leading Edge Semi Shortages + Stock Picks
Key developments in semis
Apr 25
•
Tech Fund
42
2
Stock Picks in Tech – Five Niche Leaders with Long Runways of Growth
Five stock pitches
Apr 15
•
Tech Fund
37
1
The Trade Desk Disrupted?
Deep Dive
Apr 8
•
Tech Fund
33
2
3
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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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