Tech Investments

Tech IPOs & Cerebras' Valuation

IPO day...

May 14 • Tech Fund

21

Power Bottlenecks & The AI Data Center

Key stocks to overcome the power bottleneck

May 9 • Tech Fund

43

2

5

Cerebras Deep Dive

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

May 2 • Tech Fund

37

3

April 2026

Leading Edge Semi Shortages + Stock Picks

Key developments in semis

Apr 25 • Tech Fund

34

2

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

Five stock pitches

Apr 15 • Tech Fund

31

1

The Trade Desk Disrupted?

Deep Dive

Apr 8 • Tech Fund

32

2

3

March 2026

AI Outlook – Nvidia vs Broadcom vs AMD

+ a strong supplier in the humanoid robotics value chain

Mar 29 • Tech Fund

34

2

HBM/Die Bonding Semicap Outlook

Die Bonding as the New Moore's Law

Mar 16 • Tech Fund

25

2

Everspin & the MRAM market

Deep Dive Report

Mar 8 • Tech Fund

25

HBM & DRAM Outlook + Software & AI

Semis & Software

Mar 1 • Tech Fund

37

4

2

February 2026

The Bull Case for Amazon & the Cloud, Data Center Semis, and AI Winners

This week's findings

Feb 21 • Tech Fund

29

1

Power Semis in the AI Data Center

& AMD

Feb 15 • Tech Fund

33

8

2