Publication // Intelligence

Tech Investments

Technology · English · by Tech Fund

In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.

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SpaceX as Nvidia’s Dominant Customer, Broadcom’s Sandbagging, Credo vs Marvell in Scale Up, SpaceX vs ASTS

Open vs Closed Models, Snowflake, Robotaxis

14d

Robotics & Semis

21d

Nvidia & Circular Financing, AI Outlook, and Physical AI

29d

Broadcom, ASICs, And More AI Winners

36d

AI Shortages, Memory Outlook, The Iran Gordian Knot

42d

Optics vs DRAM, AI Benchmaxing, Stock Picks

49d

Agentic & Physical AI Winners

55d

The EDA Crash & The Massive AI Opportunity

62d

Topics

AI compute capacity Nvidia revenue analysis SpaceX data centers Broadcom XPU strategy semiconductor manufacturing

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