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 | 133 | Founded | 3 years ago | Last Issue | 10 days ago |
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techinvestments.ioLatest Issues
Agentic AI Winners
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SpaceX - Frontier AI, Starlink, Terafab, Launch, Colossus
Pre-IPO Deep Dive
The SpaceX Vertically Integrated Platform
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:
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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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