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HBM & DRAM Outlook + Software & AI
Semis & Software
Mar 1
•
Tech Fund
36
4
1
The Bull Case for Amazon & the Cloud, Data Center Semis, and AI Winners
This week's findings
Feb 21
•
Tech Fund
28
1
Power Semis in the AI Data Center
& AMD
Feb 15
•
Tech Fund
28
8
2
The Bull Case for Software, ASML, Credo, Copper vs Optics
This week's findings
Feb 8
•
Tech Fund
63
1
4
Intel, TSMC, SK Hynix, Unity, Panic in Software
Our findings in tech
Feb 1
•
Tech Fund
23
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The Bull Case for Software, ASML, Credo, Copper vs Optics
Feb 8
•
Tech Fund
63
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
The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric
Mar 30, 2024
•
Tech Fund
48
8
10
BESI & The Future of Semis
Sep 5, 2024
•
Tech Fund
43
1
3
Latest
Top
Discussions
AI Compute in Space Economics & A Deep Tech Disruptor
Planet Labs & Our Next Two Investments
Jan 26
•
Tech Fund
25
2
2
Picks & Shovels for Biotech Outlook 2026
An overview post the JP Morgan conference
Jan 18
•
Tech Fund
25
1
Nvidia vs AMD – Apple vs Android?
This week's findings
Jan 11
•
Tech Fund
11
AI & Semis Outlook 2026
A tour of semis
Jan 4
•
Tech Fund
27
2
2
NeoCloud Economics – Nebius and CoreWeave
Into the weeds
Dec 28, 2025
•
Tech Fund
27
3
1
ASML & High-NA, Broadcom Sell Off, XPUs vs GPUs
Leading Edge Semis
Dec 20, 2025
•
Tech Fund
23
2
2
The Nvidia-Synopsys Loop & Marvell’s Optical Bet
Silicon Thoughts
Dec 6, 2025
•
Tech Fund
25
2
The Bull Case for Chinese Equities, AI Outlook, GPUs vs ASICs
Chinese/ Asian Stocks + AI
Nov 30, 2025
•
Tech Fund
25
2
AI Outlook & Nvidia
A tour of tech and AI
Nov 23, 2025
•
Tech Fund
16
9
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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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