Tech Investments

The Great Rotation, Marvell-Lumentum, Cerebras, And AI Winners

The Great Rotation

Nov 7 • Tech Fund

28

1

The Anthropic IPO

“For the first time in history, intelligence is something humans can build.

Nov 1 • Tech Fund

22

1

October 2026

AI Panic - Our Macro & AI Outlook, Personal AI Agents - Winners & Losers, Micron’s Technology Day & Implications for Semicap

AI Panic – Our Macro & AI Outlook

Oct 25 • Tech Fund

33

AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks

AI’s Attractive IRR & Anthropic’s Outlook

Oct 18 • Tech Fund

39

4

The High-Growth Peptide Market + The Best Way To Play

An Introduction to Peptides, Antibody Discovery Platforms & Peptide Manufacturing

Oct 11 • Tech Fund

21

Compute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron

A number of readers mentioned that they found last week’s post in their spam folder, so if you’ve missed it, here’s a link to last week’s article:

Oct 4 • Tech Fund

29

2

1

September 2026

Scaling Laws, Hybrid Bonding, Power Semis, TPUs in Space, Alibaba

Key finds from this week

Sep 26 • Tech Fund

25

2

2

SpaceX as Nvidia’s Dominant Customer, Broadcom’s Sandbagging, Credo vs Marvell in Scale Up, SpaceX vs ASTS

SpaceX as Nvidia’s Dominant Customer

Sep 19 • Tech Fund

28

5

2

Open vs Closed Models, Snowflake, Robotaxis

This week’s finds

Sep 13 • Tech Fund

40

3

3

Robotics & Semis

Sergey Levine is a pioneer at the intersection of robotics, reinforcement learning, and machine learning.

Sep 6 • Tech Fund

40

2

2

August 2026

Nvidia & Circular Financing, AI Outlook, and Physical AI

Goldman recently went on an AI field trip to Silicon Valley and came away with the following conclusions:

Aug 29 • Tech Fund

39

1

3

Broadcom, ASICs, And More AI Winners

This week’s finds

Aug 22 • Tech Fund

48

2

3