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The Bull Case for Chinese Equities, AI Outlook, GPUs vs ASICs
Chinese/ Asian Stocks + AI
Nov 30
•
Tech Fund
19
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
Tech Stocks – Investment Ideas & Trades 6-Sep-25
This week's finds
Sep 6
•
Tech Fund
17
1
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