Tech Investments

Nvidia vs AMD – Apple vs Android?

This week's findings

Jan 11 • Tech Fund

11

AI & Semis Outlook 2026

A tour of semis

Jan 4 • Tech Fund

26

2

2

December 2025

NeoCloud Economics – Nebius and CoreWeave

Into the weeds

Dec 28, 2025 • Tech Fund

26

3

1

ASML & High-NA, Broadcom Sell Off, XPUs vs GPUs

Leading Edge Semis

Dec 20, 2025 • Tech Fund

23

2

2

The Nvidia-Synopsys Loop & Marvell’s Optical Bet

Silicon Thoughts

Dec 6, 2025 • Tech Fund

25

2

November 2025

The Bull Case for Chinese Equities, AI Outlook, GPUs vs ASICs

Chinese/ Asian Stocks + AI

Nov 30, 2025 • Tech Fund

25

2

AI Outlook & Nvidia

A tour of tech and AI

Nov 23, 2025 • Tech Fund

16

9

AMD's Outlook, CoreWeave's Accounting, and Our Buy List

AI highlights this week

Nov 16, 2025 • Tech Fund

19

8

2

The Cloud Explosion & Stock Picks in the AI Value Chain

AMZN + more AI winners and losers

Nov 8, 2025 • 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, 2025 • Tech Fund

17

1

October 2025

High-Growth Stock Picks

This week's findings

Oct 25, 2025 • Tech Fund

27

1

1

ASML vs TSMC – Deep Dive Post Q3

The best horse in the semi supply chain

Oct 19, 2025 • Tech Fund

19