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Cloudflare, edge AI accelerating the revenue flywheel
Long thesis
Nov 21
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Tech Fund
18
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Cloudflare, edge AI accelerating the revenue flywheel
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10
Cadence & Synopsys, next winners from AI
What's next in EDA
Nov 5
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Tech Fund
26
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Cadence & Synopsys, next winners from AI
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2
October 2023
TMSC & ASML, an analysis post Q3
Plus Micron, HBM, CoWoS, and a variety of other topics
Oct 23
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Tech Fund
9
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TMSC & ASML, an analysis post Q3
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Atomic layer deposition, next-gen transistors, and ASM
And more - including epitaxy and the semi cycle
Oct 14
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Tech Fund
10
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Atomic layer deposition, next-gen transistors, and ASM
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3
Autonomous vehicles & Mobileye
Deep dive
Oct 1
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Tech Fund
16
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Autonomous vehicles & Mobileye
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September 2023
Problems for Adyen and Paypal in the competitive payments landscape
Thoughts on the industry
Sep 17
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Tech Fund
25
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Problems for Adyen and Paypal in the competitive payments landscape
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37
The high-priced ARM IPO
An overview of the company's attractions, challenges, and its high-priced IPO
Sep 4
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Tech Fund
11
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The high-priced ARM IPO
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3
August 2023
Nvidia - opportunities & risks in the AI big bang
Thoughts post Q2
Aug 27
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Tech Fund
16
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Nvidia - opportunities & risks in the AI big bang
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Uber, transforming into a cash-flow machine
Thoughts post Q2
Aug 20
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Tech Fund
16
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Uber, transforming into a cash-flow machine
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Alphabet, thoughts post Q2
The attractive compounder
Aug 7
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Tech Fund
12
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Alphabet, thoughts post Q2
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July 2023
Nvidia's AI moat and its challengers
A detailed look at AI computing platforms
Jul 29
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Tech Fund
15
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Nvidia's AI moat and its challengers
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ASML, the lithography titan
Thoughts and highlights from Q2
Jul 22
•
Tech Fund
13
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ASML, the lithography titan
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