Archive - Tech Investments

Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook

An overview of the space

Mar 12, 2024 • Tech Fund

The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric

Outlook post Nvidia's and Broadcom's AI events

Mar 30, 2024 • Tech Fund

Cadence & Synopsys, next winners from AI

What's next in EDA

Nov 5, 2023 • Tech Fund

BESI & The Future of Semis

Sep 5, 2024 • Tech Fund

A Niche Winner in the AI Data Center

The Token Explosion in the Cloud

Jun 28, 2025 • Tech Fund

ASML's Problems, and the Outlook for Litho

A deep dive on the leading edge semi space - ASML, Lam Research, ASM and TSMC

Nov 9, 2024 • Tech Fund

Problems for Adyen and Paypal in the competitive payments landscape

Thoughts on the industry

Sep 17, 2023 • Tech Fund

AI & Semis Outlook 2026

A tour of semis

Jan 4 • Tech Fund

The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI

A deep dive on the AI space

Oct 19, 2024 • Tech Fund

The Nvidia-Synopsys Loop & Marvell’s Optical Bet

Silicon Thoughts

Dec 6, 2025 • Tech Fund

NeoCloud Economics – Nebius and CoreWeave

Dec 28, 2025 • Tech Fund

High-Growth Stock Picks

This week's findings

Oct 25, 2025 • Tech Fund

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