Archive - Tech Investments

The Rare Earth Bottleneck

A tour of the space

Jun 29 • Tech Fund

Scaling Laws, Edge AI, and Robotics

This Week's Finds

Jun 21 • Tech Fund

AI Value Chain Champions & Bottlenecks

Key Findings This Week

Jun 14 • Tech Fund

Agentic AI Winners

Key findings in AI & Tech

Jun 7 • Tech Fund

May 2026

SpaceX - Frontier AI, Starlink, Terafab, Launch, Colossus

Pre-IPO Deep Dive

May 30 • Tech Fund

AI & Memory Outlook – Peaking Bubble Or Long Term Bull Market?

May 18 • Tech Fund

Tech IPOs & Cerebras' Valuation

May 14 • Tech Fund

Power Bottlenecks & The AI Data Center

Key stocks to overcome the power bottleneck

May 9 • Tech Fund

Cerebras Deep Dive

Disaggregated Inference, Wafer-Scale Engines, The OpenAI and Amazon Deals, IPO Thoughts

May 2 • Tech Fund

April 2026

Leading Edge Semi Shortages + Stock Picks

Key developments in semis

Apr 25 • Tech Fund

Stock Picks in Tech – Five Niche Leaders with Long Runways of Growth

Five stock pitches

Apr 15 • Tech Fund

The Trade Desk Disrupted?

Apr 8 • Tech Fund

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