Tech Investments

The Bull Case for Software, ASML, Credo, Copper vs Optics

This week's findings

Feb 8 • Tech Fund

58

1

4

Intel, TSMC, SK Hynix, Unity, Panic in Software

Our findings in tech

Feb 1 • Tech Fund

21

January 2026

AI Compute in Space Economics & A Deep Tech Disruptor

Planet Labs & Our Next Two Investments

Jan 26 • Tech Fund

23

2

2

Picks & Shovels for Biotech Outlook 2026

An overview post the JP Morgan conference

Jan 18 • Tech Fund

24

1

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

27

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