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Inside the AdTech Industry: The Trade Desk's Problems & Outlook
Falling knife or buying opportunity?
Mar 28
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Tech Fund
18
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Inside the AdTech Industry: The Trade Desk's Problems & Outlook
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An Emerging Monopolist
A deep dive
Mar 18
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Tech Fund
14
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An Emerging Monopolist
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The 3D-Semiconductor Era
A deep dive
Mar 7
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Tech Fund
15
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The 3D-Semiconductor Era
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8
February 2025
Manhattan Associates' Problems & One Winner
Turmoil in Supply Chain Software
Feb 25
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Tech Fund
10
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Manhattan Associates' Problems & One Winner
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A Primer on the Deposition Market, and a Deep Dive on the High-Growth ALD Market
The Outlook in the ALD Market, Kokusai vs ASM, and New Competition
Feb 17
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Tech Fund
14
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A Primer on the Deposition Market, and a Deep Dive on the High-Growth ALD Market
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2
How Meta Turned AI into a Profit Machine, and the Three Big Clouds vs the Neo-AI-Clouds
Developments in AI
Feb 10
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Tech Fund
14
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How Meta Turned AI into a Profit Machine, and the Three Big Clouds vs the Neo-AI-Clouds
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The Winners from DeepSeek, Nvidia, and The Outlook in AI
A tour of the space & AI-exposed stocks
Feb 3
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Tech Fund
22
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The Winners from DeepSeek, Nvidia, and The Outlook in AI
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January 2025
Picks & Shovels for the Biotech Industry, and One Under-the-Radar Opportunity
A brief tour of the space & A deep dive on a niche leader
Jan 25
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Tech Fund
22
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Picks & Shovels for the Biotech Industry, and One Under-the-Radar Opportunity
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2
A Quality Semi Name at the Bottom of the Cycle
A semi deep dive
Jan 15
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Tech Fund
17
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A Quality Semi Name at the Bottom of the Cycle
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2
ASML's Strategy to Extend Moore's Law
The outlook for ASML & the lithography industry
Jan 7
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Tech Fund
16
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ASML's Strategy to Extend Moore's Law
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2
December 2024
Inside the DataCenter Liquid Cooling Industry
A tour of the space
Dec 27, 2024
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Tech Fund
17
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Inside the DataCenter Liquid Cooling Industry
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Waymo vs Tesla: Insider Insights
The coming battle for the robotaxi industry
Dec 16, 2024
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Tech Fund
17
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Waymo vs Tesla: Insider Insights
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6
A Primer & Outlook for the AdTech Industry, and Applovin the 10-bagger
A tour of the space
Dec 7, 2024
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Tech Fund
20
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A Primer & Outlook for the AdTech Industry, and Applovin the 10-bagger
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November 2024
A Market Share Winner in the Semi Supply Chain
Deep dive
Nov 26, 2024
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Tech Fund
7
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A Market Share Winner in the Semi Supply Chain
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2
A Software Pick to Accelerate the Supply Chain
Deep Dive
Nov 17, 2024
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Tech Fund
12
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A Software Pick to Accelerate the Supply Chain
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2
ASML's Problems, and the Outlook for Litho
A deep dive on the leading edge semi space - ASML, Lam Research, ASM and TSMC
Nov 9, 2024
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Tech Fund
38
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ASML's Problems, and the Outlook for Litho
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October 2024
A Classic Compounder at the Bottom of the Cycle
Yet another software deep dive
Oct 31, 2024
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Tech Fund
11
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A Classic Compounder at the Bottom of the Cycle
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1
The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI
A deep dive on the AI space
Oct 19, 2024
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Tech Fund
29
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The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI
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5
Inside TSMC
Behind the scenes at the world's near-monopolist, leading edge foundry
Oct 4, 2024
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Tech Fund
27
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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, 2024
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Tech Fund
13
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The OneStream IPO, a Datadog-plus for the Enterprise
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1
MobilEye: Insider Insights from the Automotive Industry
The Game of Chicken
Sep 14, 2024
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Tech Fund
22
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MobilEye: Insider Insights from the Automotive Industry
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2
BESI & The Future of Semis
A Deep Dive
Sep 5, 2024
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Tech Fund
41
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BESI & The Future of Semis
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1
August 2024
Snowflake vs. Databricks: Inside the Battle for the Data Platform Market
Current developments, from inside the industry
Aug 26, 2024
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Tech Fund
18
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Snowflake vs. Databricks: Inside the Battle for the Data Platform Market
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2
Bentley Systems' New Opportunity
The leader in Infrastructure CAD
Aug 20, 2024
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Tech Fund
5
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Bentley Systems' New Opportunity
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