Semis - Nvidia, AMD, Marvell, BESI, KLA, Entegris, Arm, Intel, Navitas, Microchip & TI

Snowflake, Databricks, and the Cloud Data Market

Developments in AI Silicon & LLMs

Outlook in Hyperscaling & AI Apps

Outlook in Leading Edge Semis - ASML's EUV Downturn, TSMC's Roadmap, and One Long Term Winner

Chiplets, ASIC accelerators, and One Leading Edge Small Cap Play

Outlook in AI & Nvidia's Strategy

Inside the AdTech Industry: The Trade Desk's Problems & Outlook

An Emerging Monopolist

The 3D-Semiconductor Era

Manhattan Associates' Problems & One Winner

A Primer on the Deposition Market, and a Deep Dive on the High-Growth ALD Market

How Meta Turned AI into a Profit Machine, and the Three Big Clouds vs the Neo-AI-Clouds

The Winners from DeepSeek, Nvidia, and The Outlook in AI

Picks & Shovels for the Biotech Industry, and One Under-the-Radar Opportunity

A Quality Semi Name at the Bottom of the Cycle

ASML's Strategy to Extend Moore's Law

Inside the DataCenter Liquid Cooling Industry

Waymo vs Tesla: Insider Insights

A Primer & Outlook for the AdTech Industry, and Applovin the 10-bagger

A Market Share Winner in the Semi Supply Chain

A Software Pick to Accelerate the Supply Chain

ASML's Problems, and the Outlook for Litho

A Classic Compounder at the Bottom of the Cycle

The Battle for the AI Stack: Nvidia, AMD, Hyperscalers, and OpenAI