Sitemap - 2023 - Tech Investments
Shopify in an increasingly competitive e-commerce market
Cloudflare, edge AI accelerating the revenue flywheel
Cadence & Synopsys, next winners from AI
TMSC & ASML, post Q3 analysis and outlook
Atomic layer deposition, next-gen transistors, and ASM
Autonomous vehicles & Mobileye
Problems for Adyen and Paypal in the competitive payments landscape
Nvidia - opportunities & risks in the AI big bang
Uber, transforming into a cash-flow machine
Alphabet, the attractive compounder
Nvidia's AI moat and its challengers
Valens Semi, connectivity innovator, potential multibagger
Palo Alto Networks, the consolidator in cybersecurity
Wolfspeed, the vertically integrated SiC pioneer
Deep dive on Tesla, the hardcore engineering firm
Deep dive on Snowflake, the snowballing cloud data platform
Deep dive on Symbotic, a leader in robotics and automation
Deep dive on Autostore, a leader in robotics and automation
Deep dive on Alphawave Semi, an emerging player in high-speed connectivity