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Effective URL: https://www.techinvestments.io/
Submission: On June 24 via api from US — Scanned from DE
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TECH INVESTMENTS In-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. By Tech Fund · Over 4,000 subscribers Subscribe Let me read it first “Excellent reading for cutting-edge insights and in-depth research on tech” The Transcript, The Transcript “This writer has in-depth understanding of tech companies” Richard Toad, The Equity Analyst “Deep fundamental analysis of interesting tech stocks” Stefan Waldhauser, High Growth Investing By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice TECH INVESTMENTS SubscribeSign in Home Hardware Software Archive About Snowflake vs Microsoft's Fabric, and AMD vs Nvidia at Computex Tech thoughts Jun 3 • Tech Fund 23 Share this post SNOWFLAKE VS MICROSOFT'S FABRIC, AND AMD VS NVIDIA AT COMPUTEX www.techinvestments.io Copy link Facebook Email Note Other 7 Nvidia's Outlook, the Ethernet Pivot, and the China Trump Card An overview post Q1 May 26 • Tech Fund 29 Share this post NVIDIA'S OUTLOOK, THE ETHERNET PIVOT, AND THE CHINA TRUMP CARD www.techinvestments.io Copy link Facebook Email Note Other 4 Cloudflare's sandbagging, Unity vs Applovin, and Shopify's sell-off Outlook in Tech May 18 • Tech Fund 31 Share this post CLOUDFLARE'S SANDBAGGING, UNITY VS APPLOVIN, AND SHOPIFY'S SELL-OFF www.techinvestments.io Copy link Facebook Email Note Other 7 Most Popular View all Intel's fall & Gelsinger's master plan to take on TSMC Mar 2 • Tech Fund 43 Share this post INTEL'S FALL & GELSINGER'S MASTER PLAN TO TAKE ON TSMC www.techinvestments.io Copy link Facebook Email Note Other 13 Cadence & Synopsys, next winners from AI Nov 5, 2023 • Tech Fund 34 Share this post CADENCE & SYNOPSYS, NEXT WINNERS FROM AI www.techinvestments.io Copy link Facebook Email Note Other 7 Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook Mar 12 • Tech Fund 43 Share this post SNOWFLAKE VS DATABRICKS, THE BIRTH OF UNLIMITED AND DECOUPLED DATA SCALING IN THE CLOUD, AND SNOWFLAKE'S OUTLOOK www.techinvestments.io Copy link Facebook Email Note Other 6 The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric Mar 30 • Tech Fund 41 Share this post THE AI DATACENTER, NVIDIA'S INTEGRATED AI FACTORY VS BROADCOM'S OPEN FABRIC www.techinvestments.io Copy link Facebook Email Note Other 8 Problems for Adyen and Paypal in the competitive payments landscape Sep 17, 2023 • Tech Fund 28 Share this post PROBLEMS FOR ADYEN AND PAYPAL IN THE COMPETITIVE PAYMENTS LANDSCAPE www.techinvestments.io Copy link Facebook Email Note Other 37 The battles for the HBM and AI cloud markets, AMD's large opportunity no one is talking about, SK hynix the deep value AI play, and KLA… May 11 • Tech Fund 30 Share this post THE BATTLES FOR THE HBM AND AI CLOUD MARKETS, AMD'S LARGE OPPORTUNITY NO ONE IS TALKING ABOUT, SK HYNIX THE DEEP VALUE AI PLAY, AND KLA SIGNALS A SEMICAP RAMP www.techinvestments.io Copy link Facebook Email Note Other Latest Top Discussions The battles for the HBM and AI cloud markets, AMD's large opportunity no one is talking about, SK hynix the deep value AI play, and KLA… Outlook in leading edge semiconductors and AI May 11 • Tech Fund 30 Share this post THE BATTLES FOR THE HBM AND AI CLOUD MARKETS, AMD'S LARGE OPPORTUNITY NO ONE IS TALKING ABOUT, SK HYNIX THE DEEP VALUE AI PLAY, AND KLA SIGNALS A SEMICAP RAMP www.techinvestments.io Copy link Facebook Email Note Other Spotify’s Tik Tok & Cash Machine and Texas Instruments' Strategy to gain Market Share Outlook post Q1 May 6 • Tech Fund 11 Share this post SPOTIFY’S TIK TOK & CASH MACHINE AND TEXAS INSTRUMENTS' STRATEGY TO GAIN MARKET SHARE www.techinvestments.io Copy link Facebook Email Note Other Tesla Robotics, AI and Outlook post Q1 Thoughts from a biological neural net on digital neural nets May 4 • Tech Fund 22 Share this post TESLA ROBOTICS, AI AND OUTLOOK POST Q1 www.techinvestments.io Copy link Facebook Email Note Other The AI Datacenter, Marvell's Strategy An overview of Marvell in the AI datacenter Apr 29 • Tech Fund 23 Share this post THE AI DATACENTER, MARVELL'S STRATEGY www.techinvestments.io Copy link Facebook Email Note Other Outlook in Leading Edge Semis: Nvidia, ASML, TSMC and Cadence An overview of the space post events Apr 27 • Tech Fund 29 Share this post OUTLOOK IN LEADING EDGE SEMIS: NVIDIA, ASML, TSMC AND CADENCE www.techinvestments.io Copy link Facebook Email Note Other 5 Silicon Labs vs Nordic Semi, the battle for the IoT semiconductor market An overview of the space Apr 16 • Tech Fund 18 Share this post SILICON LABS VS NORDIC SEMI, THE BATTLE FOR THE IOT SEMICONDUCTOR MARKET www.techinvestments.io Copy link Facebook Email Note Other Simulations Plus, Accelerating in Biosimulation An overview post a strong Q2 Apr 10 • Tech Fund 21 Share this post SIMULATIONS PLUS, ACCELERATING IN BIOSIMULATION www.techinvestments.io Copy link Facebook Email Note Other The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric Outlook post Nvidia's and Broadcom's AI events Mar 30 • Tech Fund 41 Share this post THE AI DATACENTER, NVIDIA'S INTEGRATED AI FACTORY VS BROADCOM'S OPEN FABRIC www.techinvestments.io Copy link Facebook Email Note Other 8 AI's data gravity to consolidate cybersecurity, CrowdStrike as a winner CrowdStrike vs Palo Alto Networks Mar 23 • Tech Fund 36 Share this post AI'S DATA GRAVITY TO CONSOLIDATE CYBERSECURITY, CROWDSTRIKE AS A WINNER www.techinvestments.io Copy link Facebook Email Note Other 5 See all Tech Investments In-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. Subscribe TECH INVESTMENTS Subscribe AboutArchiveRecommendationsSitemap © 2024 Tech Fund Privacy ∙ Terms ∙ Collection notice Start WritingGet the app Substack is the home for great culture Share Copy link Facebook Email Note Other This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts