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 |
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| Issues | 147 | Founded | 4 years ago | Last Issue | 7 days ago |
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techinvestments.ioLatest Issues
SpaceX as Nvidia’s Dominant Customer, Broadcom’s Sandbagging, Credo vs Marvell in Scale Up, SpaceX vs ASTS
SpaceX as Nvidia’s Dominant Customer
SpaceX as Nvidia’s Dominant Customer
Open vs Closed Models, Snowflake, Robotaxis
This week’s finds
Open vs Closed Models
Robotics & Semis
Sergey Levine is a pioneer at the intersection of robotics, reinforcement learning, and machine learning.
Sergey Levine is a pioneer at the intersection of robotics, reinforcement learning, and machine learning. He is recognized for shifti...
Nvidia & Circular Financing, AI Outlook, and Physical AI
Goldman recently went on an AI field trip to Silicon Valley and came away with the following conclusions:
Goldman recently went on an AI field trip to Silicon Valley and came away with the following conclusions:
Broadcom, ASICs, And More AI Winners
This week’s finds
Broadcom, We've Seen This Movie Before
Key Facts
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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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