Tech Investments

The Nvidia-Synopsys Loop & Marvell’s Optical Bet

Silicon Thoughts

Dec 6 • Tech Fund

17

1

November 2025

The Bull Case for Chinese Equities, AI Outlook, GPUs vs ASICs

Chinese/ Asian Stocks + AI

Nov 30 • Tech Fund

22

AI Outlook & Nvidia

A tour of tech and AI

Nov 23 • Tech Fund

16

9

AMD's Outlook, CoreWeave's Accounting, and Our Buy List

AI highlights this week

Nov 16 • Tech Fund

18

8

1

The Cloud Explosion & Stock Picks in the AI Value Chain

AMZN + more AI winners and losers

Nov 8 • Tech Fund

27

5

2

History & Outlook of the Memory Industry, Nvidia's Outlook, and Winners We're Selling

Memory, Accelerators & AI Apps

Nov 1 • Tech Fund

17

1

October 2025

High-Growth Stock Picks

This week's findings

Oct 25 • Tech Fund

26

1

1

ASML vs TSMC – Deep Dive Post Q3

The best horse in the semi supply chain

Oct 19 • Tech Fund

18

AI Outlook & Stock Picks

A tour of developments in AI

Oct 11 • Tech Fund

24

1

September 2025

ASML's Rally & More Silicon Stock Picks

This week's findings

Sep 27 • Tech Fund

26

1

2

AI Winners & Losers

Stock Picks in Tech

Sep 20 • Tech Fund

26

The Token Explosion

Inference is just getting started

Sep 14 • Tech Fund

24

1