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.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 131 | Founded | 3 years ago | Last Issue | 9 days ago |
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techinvestments.ioLatest Issues
AI & Memory Outlook – Peaking Bubble Or Long Term Bull Market?
Key findings
AI Economics & Outlook
Tech IPOs & Cerebras' Valuation
IPO day...
Later today Cerebras will be IPO-ing. Let’s have a look at the history of recent hot tech IPOs to learn more about typical price action post IPO.
Power Bottlenecks & The AI Data Center
Key stocks to overcome the power bottleneck
The All-in podcast discussed a viral tweet suggesting that AI data center construction will come to a halt, the key snippets:
Cerebras Deep Dive
Disaggregated Inference, Wafer-Scale Engines, The OpenAI and Amazon Deals, IPO Thoughts
Disaggregated Inference—The Amazon Partnership, Benefits vs Drawbacks
Leading Edge Semi Shortages + Stock Picks
Key developments in semis
Leading edge semis are seeing an unprecedented boom in demand. This supply tightness is leading to annual price hikes and peak margins for TSMC despite rising input costs. However, as even the mighty TSMC will not...
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Authors
The writers behind this newsletter.
I studied software engineering and finance, and was afterwards employed as a portfolio manager covering the tech sector, now with more than 15 years of institutional investment experience.
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