Archive - Tech Investments

Outlook in Leading Edge Semis: Nvidia, ASML, TSMC and Cadence

An overview of the space post events

Apr 27 •

Silicon Labs vs Nordic Semi, the battle for the IoT semiconductor market

An overview of the space

Apr 16 •

Simulations Plus, Accelerating in Biosimulation

An overview post a strong Q2

Apr 10 •

March 2024

The AI datacenter, Nvidia's integrated AI factory vs Broadcom's open fabric

Outlook post Nvidia's and Broadcom's AI events

Mar 30 •

AI's data gravity to consolidate cybersecurity, CrowdStrike as a winner

CrowdStrike vs Palo Alto Networks

Mar 23 •

Snowflake vs Databricks, the birth of unlimited and decoupled data scaling in the cloud, and Snowflake's outlook

An overview of the space

Mar 12 •

Intel's fall & Gelsinger's master plan to take on TSMC

Outlook post foundry day

Mar 2 •

February 2024

Unity Software, new CEO to turn dominant gaming engine into profit engine

Plenty of levers

Feb 17 •

Klaviyo, a bigger opportunity than Hubspot in '16?

A software play on the growth in e-commerce

Feb 11 •

Industrial analog semis, Texas Instruments vs Analog Devices

An overview of the space

Feb 5 •

January 2024

Leading edge semis come roaring back, TSMC and ASML outlook

An overview of the space post Q4

Jan 28 •

Synopsys + Ansys, a semiconductor software powerhouse

An overview of the deal

Jan 21 •

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