Tech Investments | Substack

AI Outlook – Nvidia vs Broadcom vs AMD

+ a strong supplier in the humanoid robotics value chain

8 hrs ago • Tech Fund

HBM/Die Bonding Semicap Outlook

Die Bonding as the New Moore's Law

Mar 16 • Tech Fund

Everspin & the MRAM market

Deep Dive Report

Mar 8 • Tech Fund

HBM & DRAM Outlook + Software & AI

Semis & Software

Mar 1 • Tech Fund

The Bull Case for Amazon & the Cloud, Data Center Semis, and AI Winners

This week's findings

Feb 21 • Tech Fund

Most Popular

The Bull Case for Software, ASML, Credo, Copper vs Optics

Feb 8 • Tech Fund

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

Mar 12, 2024 • Tech Fund

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

Mar 30, 2024 • Tech Fund

BESI & The Future of Semis

Sep 5, 2024 • Tech Fund

Tech Investments

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