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Topic // Entity

Investment thesis

Topic mentions across the corpus

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Overview

Publications

5

Articles

5

Mentions

5

Last 30 days

4

First seen

Aug 4, 2026

Most recent

Sep 23, 2026

Activity

  • 1 → 4 mentions (last 30 days vs prior 30)

Recent articles

Abcellera, AST Spacemobile and RocketLab Q2 2026 ER Digest

Investment Ideas by Antonio · Sep 23, 2026 · tagged_topic

Our Three Best Buys - Small Caps

The Compounding Tortoise · Sep 21, 2026 · tagged_topic

The AI Memory Masterclass with Damnang

Damnang’s Substack · Sep 11, 2026 · tagged_topic

Pitching a Venture Fund in Layers

Rising Tide Partners · Aug 28, 2026 · tagged_topic

Why The Fiber Optics Thesis Isn't Over Yet

Macro Notes · Aug 4, 2026 · tagged_topic

Publications discussing this topic

Damnang’s Substack

14K subs · 1 linked

Investment Ideas by Antonio

1 linked

Macro Notes

60K subs · 1 linked

Rising Tide Partners

10K subs · 1 linked

The Compounding Tortoise

3K subs · 1 linked

Related entities

Topics

Stock Market Analysis · 2 Fund positioning · 1 GPU clusters · 1 Vertical integration · 1 High‐speed networking · 1 T cell engagers · 1 Auroora · 1 Venture capital fundraising · 1 Founder networks · 1

People

Damnang · 1

Companies

NVIDIA · 3 defense · 1 AMD · 1 manufacturing · 1 AbbVie · 1 computing infrastructure · 1

Other

IBRX · 1 1.6T · 1 networking components · 1 Hyperscalers · 1 spectrum allocation · 1 NAND · 1 Chiplet architecture · 1 ABCL575 · 1
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