Archive - Tech Investments

Optics vs DRAM, AI Benchmaxing, Stock Picks

This week's finds

Aug 9 • Tech Fund

Agentic & Physical AI Winners

A tour of this week's finds

Aug 3 • Tech Fund

July 2026

The EDA Crash & The Massive AI Opportunity

Jul 27 • Tech Fund

TSMC's Tech Roadmap, Outlook, and the Semis Sell-Off

Jul 19 • Tech Fund

Silex Microsystems: The MEMS Foundry Behind Google's Optical Switches

Jul 7 • Tech Fund

June 2026

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

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