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 | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 37 | Subscribers | Read | techfund.one |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric
Both Nvidia and Broadcom held their respective AI events last week, presenting two opposing viewpoints for the future of the AI datacenter. The former’s strategy is really to have customers run all their AI workloads on Nvidia’s vertically ...
AI's data gravity to consolidate cybersecurity, CrowdStrike as a winner
CrowdStrike is the clear leader in endpoint security, both in the cloud and in its bread-and-butter end devices business. The cloud exposure is a particularly interesting one, as with the rise of microservices and containerization, there ha...
Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook
#### The birth of unlimited and decoupled data scaling in the cloud
Intel's fall & Gelsinger's master plan to take on TSMC
#### Intel’s fall
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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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