Tech Investments

Developments in AI Silicon & LLMs

Outlook in Hyperscaling & AI Apps

Outlook in Leading Edge Semis - ASML's EUV Downturn, TSMC's Roadmap, and One Long Term Winner

Chiplets, ASIC accelerators, and One Leading Edge Small Cap Play

Outlook in AI & Nvidia's Strategy

Inside the AdTech Industry: The Trade Desk's Problems & Outlook

An Emerging Monopolist

The 3D-Semiconductor Era

Manhattan Associates' Problems & One Winner

A Primer on the Deposition Market, and a Deep Dive on the High-Growth ALD Market

How Meta Turned AI into a Profit Machine, and the Three Big Clouds vs the Neo-AI-Clouds

The Winners from DeepSeek, Nvidia, and The Outlook in AI