Archive - Tech Investments

AI Outlook – Nvidia vs Broadcom vs AMD

+ a strong supplier in the humanoid robotics value chain

Mar 29 • 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

February 2026

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

This week's findings

Feb 21 • Tech Fund

Power Semis in the AI Data Center

Feb 15 • Tech Fund

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

This week's findings

Feb 8 • Tech Fund

Intel, TSMC, SK Hynix, Unity, Panic in Software

Our findings in tech

Feb 1 • Tech Fund

January 2026

AI Compute in Space Economics & A Deep Tech Disruptor

Planet Labs & Our Next Two Investments

Jan 26 • Tech Fund

Picks & Shovels for Biotech Outlook 2026

An overview post the JP Morgan conference

Jan 18 • Tech Fund

Nvidia vs AMD – Apple vs Android?

This week's findings

Jan 11 • Tech Fund

AI & Semis Outlook 2026

A tour of semis

Jan 4 • Tech Fund

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