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Problems for Adyen and Paypal in the competitive payments landscape
Thoughts on the industry
 • 
Tech Fund
36
The high-priced ARM IPO
An overview of the company's attractions, challenges, and its high-priced IPO
 • 
Tech Fund
3
Nvidia - opportunities & risks in the AI big bang
Thoughts post Q2
 • 
Tech Fund
2
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Nvidia's AI moat and its challengers
 • Tech Fund
5
Nvidia - opportunities & risks in the AI big bang
 • Tech Fund
2
The high-priced ARM IPO
 • Tech Fund
3
Uber, transforming into a cash-flow machine
 • Tech Fund
2
ASML, the lithography titan
 • Tech Fund
2
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Uber, transforming into a cash-flow machine
Thoughts post Q2
 • 
Tech Fund
2
Alphabet, thoughts post Q2
The attractive compounder
 • 
Tech Fund
2
Nvidia's AI moat and its challengers
A detailed look at AI computing platforms
 • 
Tech Fund
5
ASML, the lithography titan
Thoughts and highlights from Q2
 • 
Tech Fund
2
Valens Semi, connectivity innovator, potential multibagger
An overlooked small cap semi name
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Tech Fund
Samsara capital markets day
One to keep an eye on
 • 
Tech Fund
Palo Alto Networks, the consolidator in cybersecurity
Projected IRR north of 13%
 • 
Tech Fund
Wolfspeed, the vertically integrated SiC pioneer
Projected IRR 21%
 • 
Tech Fund
4
Tokyo Electron: a strong semicap player nearing the bottom of the cycle with an attractive long term outlook
Industry overview & thoughts on the company following recent results
 • 
Tech Fund
5
Tech Investments
Tech Investments
Well-researched analysis in the world of tech stocks aimed at finding sensible investment ideas. A few examples of successful multi-year investments include Amazon, Nvidia, Shopify, and ASML. I'll be looking at similar names here.
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StockOpine’s Newsletter
StockOpine’s Newsletter
StockOpine
AI & Tech Investing
AI & Tech Investing
Eric Flaningam
The Wolf of Harcourt Street
The Wolf of Harcourt Street
Wolf of Harcourt Street
Fabricated Knowledge
Fabricated Knowledge
Doug O'Laughlin
D2D Newsletter
D2D Newsletter
Digits to Dollars

Tech Investments

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