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Picks & Shovels for Biotech: Outlook
A tour of the space
Jul 6
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Tech Fund
20
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Picks & Shovels for Biotech: Outlook
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A Niche Winner in the AI Data Center
The Token Explosion in the Cloud
Jun 28
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Tech Fund
35
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A Niche Winner in the AI Data Center
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Semis - Nvidia, AMD, Marvell, BESI, KLA, Entegris, Arm, Intel, Navitas, Microchip & TI
A tour of developments in Semis
Jun 21
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Tech Fund
12
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Semis - Nvidia, AMD, Marvell, BESI, KLA, Entegris, Arm, Intel, Navitas, Microchip & TI
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7
Snowflake, Databricks, and the Cloud Data Market
Bonus: SaaS Disrupted?
Jun 15
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Tech Fund
18
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Snowflake, Databricks, and the Cloud Data Market
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Developments in AI Silicon & LLMs
A tour of the space
May 31
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Tech Fund
13
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Developments in AI Silicon & LLMs
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The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric
Mar 30, 2024
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Tech Fund
47
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The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric
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Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook
Mar 12, 2024
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49
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Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook
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6
Cadence & Synopsys, next winners from AI
Nov 5, 2023
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Tech Fund
37
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Cadence & Synopsys, next winners from AI
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7
BESI & The Future of Semis
Sep 5, 2024
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Tech Fund
41
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BESI & The Future of Semis
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Outlook in Hyperscaling & AI Apps
An overview of developments in the space
May 17
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Tech Fund
19
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Outlook in Hyperscaling & AI Apps
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Outlook in Leading Edge Semis - ASML's EUV Downturn, TSMC's Roadmap, and One Long Term Winner
A tour of the space
May 3
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Tech Fund
19
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Outlook in Leading Edge Semis - ASML's EUV Downturn, TSMC's Roadmap, and One Long Term Winner
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Chiplets, ASIC accelerators, and One Leading Edge Small Cap Play
Key trends in the data center & one deep dive
Apr 19
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Tech Fund
18
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Chiplets, ASIC accelerators, and One Leading Edge Small Cap Play
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Outlook in AI & Nvidia's Strategy
Current developments in the space
Apr 6
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Tech Fund
24
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Outlook in AI & Nvidia's Strategy
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2
Inside the AdTech Industry: The Trade Desk's Problems & Outlook
Falling knife or buying opportunity?
Mar 28
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Tech Fund
24
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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
17
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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
17
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The 3D-Semiconductor Era
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Manhattan Associates' Problems & One Winner
Turmoil in Supply Chain Software
Feb 25
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Tech Fund
11
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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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In-depth analysis of quality and disruptive tech stocks. Examples of 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.
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