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The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI
A deep dive on the AI space
Oct 19
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Tech Fund
20
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The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI
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Inside TSMC
Behind the scenes at the world's near-monopolist, leading edge foundry
Oct 4
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Tech Fund
23
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Inside TSMC
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2
September 2024
The OneStream IPO, a Datadog-plus for the Enterprise
A software deep dive
Sep 23
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Tech Fund
10
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The OneStream IPO, a Datadog-plus for the Enterprise
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MobilEye: Insider Insights from the Automotive Industry
The Game of Chicken
Sep 14
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Tech Fund
19
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MobilEye: Insider Insights from the Automotive Industry
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BESI & The Future of Semis
A Deep Dive
Sep 5
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Tech Fund
34
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BESI & The Future of Semis
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August 2024
Snowflake vs. Databricks: Inside the Battle for the Data Platform Market
Current developments, from inside the industry
Aug 26
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Tech Fund
16
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Snowflake vs. Databricks: Inside the Battle for the Data Platform Market
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Bentley Systems' New Opportunity
The leader in Infrastructure CAD
Aug 20
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Tech Fund
2
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Bentley Systems' New Opportunity
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Symbotic, after the fall, and the Amazon AWS of multi-tenant warehousing 'WaaS'
A tour of Symbotic following the 45% share price drop, and a detailed look at the new Amazon AWS of automated and multi-tenant distribution centers
Aug 13
•
Tech Fund
6
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Symbotic, after the fall, and the Amazon AWS of multi-tenant warehousing 'WaaS'
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The tech sell off & diamonds in the rubble
Investment ideas in tech post the panic
Aug 6
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Tech Fund
13
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The tech sell off & diamonds in the rubble
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10
Memory Outlook: SK Hynix vs Micron
An overview of current developments in the memory industry
Aug 4
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Tech Fund
13
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Memory Outlook: SK Hynix vs Micron
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July 2024
Outlook in Leading Edge Semis: ASML, TSMC, and Cadence
A tour of current developments in advanced semis
Jul 27
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Tech Fund
18
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Outlook in Leading Edge Semis: ASML, TSMC, and Cadence
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ASML High-NA Deep Dive and which Stocks to Play if TSMC postpones Adoption
A tour of current developments in High-NA
Jul 21
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Tech Fund
16
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ASML High-NA Deep Dive and which Stocks to Play if TSMC postpones Adoption
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