Subscribe

Deep Dives

High quality research pieces on technology companies, packed with visuals that help you truly understand the business and whether it could be an interesting investment.

11 posts
Premium and Platinum tiers
Deep Dives

AI energy: industry breakdown and investment opportunities

AI energy: industry breakdown and investment opportunities
My portfolio

My investment framework: how I select winners

My investment framework: how I select winners
Premium and Platinum tiers
Deep Dives

A new position: my asymmetric bet on edge data center energy

A new position: my asymmetric bet on edge data center energy
Premium and Platinum tiers
Deep Dives

From $3 billion to $91 billion market: A deep dive into the photonics value chain

From $3 billion to $91 billion market: A deep dive into the photonics value chain
Deep Dives

Ouster - The eyes of AI

Ouster - The eyes of AI
Premium and Platinum tiers
Deep Dives

AI photonics: All roads lead to Sivers

AI photonics: All roads lead to Sivers
Deep Dives

AI memory deep dive: Understanding the industry and who's to benefit

AI memory deep dive: Understanding the industry and who's to benefit
Premium and Platinum tiers
Deep Dives

Deep dive: Applied Optoelectronics - Let there be light

Deep dive: Applied Optoelectronics - Let there be light
Premium and Platinum tiers
Deep Dives

Duolingo Deep Dive: Master of data driven experimentation

Duolingo Deep Dive: Master of data driven experimentation