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Cloudflare, edge AI accelerating the revenue flywheel
Long thesis
 • 
Tech Fund
10
Cadence & Synopsys, next winners from AI
What's next in EDA
 • 
Tech Fund
2
TMSC & ASML, an analysis post Q3
Plus Micron, HBM, CoWoS, and a variety of other topics
 • 
Tech Fund
2
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Problems for Adyen and Paypal in the competitive payments landscape
 • Tech Fund
37
Cadence & Synopsys, next winners from AI
 • Tech Fund
2
Nvidia's AI moat and its challengers
 • Tech Fund
5
Autonomous vehicles & Mobileye
 • Tech Fund
2
Nvidia - opportunities & risks in the AI big bang
 • Tech Fund
2
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Atomic layer deposition, next-gen transistors, and ASM
And more - including epitaxy and the semi cycle
 • 
Tech Fund
3
Autonomous vehicles & Mobileye
Deep dive
 • 
Tech Fund
2
Problems for Adyen and Paypal in the competitive payments landscape
Thoughts on the industry
 • 
Tech Fund
37
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
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
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Tech Fund
2
Tech Investments
Tech Investments
In-depth analysis of quality tech stocks. A few examples of past successful multi-year investments include Nvidia, Shopify, ASML, Amazon and Alibaba. I'll be researching similar names here, as well as the key themes within the wider tech sector.
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The Equity Analyst
The Equity Analyst
Richard Toad
TMT Breakout
TMT Breakout
TMT Breakout
Fabricated Knowledge
Fabricated Knowledge
mule
Brazil Stocks
Brazil Stocks
Brazil Investor
Value Investing Substack
Value Investing Substack
Aaron Pek

Tech Investments

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