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How Meta Turned AI into a Profit Machine, and the Big Three Clouds vs the Neo-AI-Clouds
Developments in AI
5 hrs ago
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How Meta Turned AI into a Profit Machine, and the Big Three Clouds vs the Neo-AI-Clouds
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The Winners from DeepSeek, Nvidia, and The Outlook in AI
A tour of the space & AI-exposed stocks
Feb 3
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The Winners from DeepSeek, Nvidia, and The Outlook in AI
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January 2025
Picks & Shovels for the Biotech Industry, and One Under-the-Radar Opportunity
A brief tour of the space & A deep dive on a niche leader
Jan 25
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Picks & Shovels for the Biotech Industry, and One Under-the-Radar Opportunity
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A Quality Semi Name at the Bottom of the Cycle
A semi deep dive
Jan 15
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A Quality Semi Name at the Bottom of the Cycle
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2
ASML's Strategy to Extend Moore's Law
The outlook for ASML & the lithography industry
Jan 7
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ASML's Strategy to Extend Moore's Law
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December 2024
Inside the DataCenter Liquid Cooling Industry
A tour of the space
Dec 27, 2024
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Inside the DataCenter Liquid Cooling Industry
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Waymo vs Tesla: Insider Insights
The coming battle for the robotaxi industry
Dec 16, 2024
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17
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Waymo vs Tesla: Insider Insights
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A Primer & Outlook for the AdTech Industry, and Applovin the 10-bagger
A tour of the space
Dec 7, 2024
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18
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A Primer & Outlook for the AdTech Industry, and Applovin the 10-bagger
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November 2024
A Market Share Winner in the Semi Supply Chain
Deep dive
Nov 26, 2024
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7
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A Market Share Winner in the Semi Supply Chain
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A Software Pick to Accelerate the Supply Chain
Deep Dive
Nov 17, 2024
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12
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A Software Pick to Accelerate the Supply Chain
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ASML's Problems, and the Outlook for Litho
A deep dive on the leading edge semi space - ASML, Lam Research, ASM and TSMC
Nov 9, 2024
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Tech Fund
39
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ASML's Problems, and the Outlook for Litho
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October 2024
A Classic Compounder at the Bottom of the Cycle
Yet another software deep dive
Oct 31, 2024
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11
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A Classic Compounder at the Bottom of the Cycle
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