Tech Investments
Tech FundIn-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Subscribers | Read | techinvestments.io |
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| #26 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
ASML's Problems, and the Outlook for Litho
A deep dive on the leading edge semi space - ASML, Lam Research, ASM and TSMC
A Classic Compounder at the Bottom of the Cycle
Yet another software deep dive
The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI
A deep dive on the AI space
Inside TSMC
Behind the scenes at the world's near-monopolist, leading edge foundry
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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 investment experience.
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