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AI Winners & Losers
Stock Picks in Tech
Sep 20
•
Tech Fund
23
The Token Explosion
Inference is just getting started
Sep 14
•
Tech Fund
21
Tech Stocks – Investment Ideas & Trades 6-Sep-25
This week's finds
Sep 6
•
Tech Fund
15
Tech Stocks – Nvidia & a Hypergrowth Semi Name
The two best finds of the week
Aug 31
•
Tech Fund
22
Tech Stocks – Investment Ideas & Trades 24-Aug-2025
Q2 Earnings Season
Aug 24
•
Tech Fund
21
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Tech Stocks – Investment Ideas & Trades
Q2 Earnings Season
Aug 17
•
Tech Fund
28
Tech Stocks—TTD, AMD, OS & a Niche AI Data Center Semi Play
Touring Q2
Aug 10
•
Tech Fund
24
An Under-the-Radar Leader in the Biotech Value Chain
+ AI on Fire with Cadence, Microsoft & Meta
Aug 3
•
Tech Fund
18
Semis & AI - ASML, SK Hynix, SemiCap & Much More
Q2 Earnings Season
Jul 28
•
Tech Fund
13
Semis on Fire - A New Niche Semi Winner From AI
TSMC, Broadcom & A New Niche Semi Winner From AI
Jul 21
•
Tech Fund
13
1
A Tour of Asian Tech
Semis, autonomous driving, robotaxis, batteries & travel tech
Jul 12
•
Tech Fund
11
Picks & Shovels for Biotech: Outlook
A tour of the space
Jul 6
•
Tech Fund
23
11
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