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Intel's fall & Gelsinger's master plan to take on TSMC

Mar 2 • Tech Fund

Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook

Mar 12 • Tech Fund

The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric

Mar 30 • Tech Fund

Cadence & Synopsys, next winners from AI

Nov 5, 2023 • Tech Fund

BESI & The Future of Semis

Sep 5 • Tech Fund

Problems for Adyen and Paypal in the competitive payments landscape

Sep 17, 2023 • Tech Fund

A Classic Compounder at the Bottom of the Cycle

Yet another software deep dive

Oct 31 •

The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI

A deep dive on the AI space

Oct 19 •

Behind the scenes at the world's near-monopolist, leading edge foundry

Oct 4 •

The OneStream IPO, a Datadog-plus for the Enterprise

A software deep dive

Sep 23 •

MobilEye: Insider Insights from the Automotive Industry

The Game of Chicken

Sep 14 •

BESI & The Future of Semis

Sep 5 •

Snowflake vs. Databricks: Inside the Battle for the Data Platform Market

Current developments, from inside the industry

Aug 26 •

Bentley Systems' New Opportunity

The leader in Infrastructure CAD

Aug 20 •

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 Investments

Tech Investments

In-depth analysis of quality and disruptive tech stocks. Examples of successful 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.

Tech Investments

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