Sitemap - 2024 - Tech Investments
Inside the DataCenter Liquid Cooling Industry
Waymo vs Tesla: Insider Insights
A Primer & Outlook for the AdTech Industry, and Applovin the 10-bagger
A Market Share Winner in the Semi Supply Chain
A Software Pick to Accelerate the Supply Chain
ASML's Problems, and the Outlook for Litho
A Classic Compounder at the Bottom of the Cycle
The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI
The OneStream IPO, a Datadog-plus for the Enterprise
MobilEye: Insider Insights from the Automotive Industry
Snowflake vs. Databricks: Inside the Battle for the Data Platform Market
Bentley Systems' New Opportunity
Symbotic, after the fall, and the Amazon AWS of multi-tenant warehousing 'WaaS'
The tech sell off & diamonds in the rubble
Memory Outlook: SK Hynix vs Micron
Outlook in Leading Edge Semis: ASML, TSMC, and Cadence
ASML High-NA Deep Dive and which Stocks to Play if TSMC postpones Adoption
GaN: The Highest Growth Market in Semis, and Navitas, the Leader in the Industry
Transformers as a game changer for autonomous driving, and one stock pick
Snowflake vs Microsoft's Fabric, and AMD vs Nvidia at Computex
Nvidia's Outlook, the Ethernet Pivot, and the China Trump Card
Cloudflare's sandbagging, Unity vs Applovin, and Shopify's sell-off
Spotify’s Tik Tok & Cash Machine and Texas Instruments' Strategy to gain Market Share
Tesla Robotics, AI and Outlook post Q1
The AI Datacenter, Marvell's Strategy
Outlook in Leading Edge Semis: Nvidia, ASML, TSMC and Cadence
Silicon Labs vs Nordic Semi, the battle for the IoT semiconductor market
Simulations Plus, Accelerating in Biosimulation
The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric
AI's data gravity to consolidate cybersecurity, CrowdStrike as a winner
Intel's fall & Gelsinger's master plan to take on TSMC
Unity Software, new CEO to turn dominant gaming engine into profit engine
Klaviyo, a bigger opportunity than Hubspot in '16?
Industrial analog semis, Texas Instruments vs Analog Devices
Leading edge semis come roaring back, TSMC and ASML outlook
Synopsys + Ansys, a semiconductor software powerhouse