Archive - Tech Investments

The battles for the HBM and AI cloud markets, AMD's large opportunity no one is talking about, SK hynix the deep value AI play, and KLA…

Outlook in leading edge semiconductors and AI

May 11 •

Spotify’s Tik Tok & Cash Machine and Texas Instruments' Strategy to gain Market Share

Outlook post Q1

May 6 •

Tesla Robotics, AI and Outlook post Q1

Thoughts from a biological neural net on digital neural nets

May 4 •

April 2024

The AI Datacenter, Marvell's Strategy

An overview of Marvell in the AI datacenter

Apr 29 •

Outlook in Leading Edge Semis: Nvidia, ASML, TSMC and Cadence

An overview of the space post events

Apr 27 •

Silicon Labs vs Nordic Semi, the battle for the IoT semiconductor market

An overview of the space

Apr 16 •

Simulations Plus, Accelerating in Biosimulation

An overview post a strong Q2

Apr 10 •

March 2024

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

Outlook post Nvidia's and Broadcom's AI events

Mar 30 •

AI's data gravity to consolidate cybersecurity, CrowdStrike as a winner

CrowdStrike vs Palo Alto Networks

Mar 23 •

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 •

Intel's fall & Gelsinger's master plan to take on TSMC

Outlook post foundry day

Mar 2 •

February 2024

Unity Software, new CEO to turn dominant gaming engine into profit engine

Plenty of levers

Feb 17 •

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