Tech Fund
@techfund1
Former PM at major fund. Long term tech investor. Join our newsletter with 13,000+ subscribers – http://techinvestments.io
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William Blair buy thesis on $AMZN: "The bear narrative on Amazon has been focused on the absence of AWS from major AI deal announcements that other hyperscalers have been benefiting from. Over the last week, several items have disproved this thesis, including the reacceleration…
Goldman on $ASML Scandinavia roadshow => sounds like major revenue upgrades are coming once newly announced AI capacity gets translated into TSMC orders and then ASML orders.. "ASML continues to see the shrink to 1.4nm as beneficial for EUV layer count growth in 2027 and 2028…
Goldman buy thesis on SK Hynix: "We expect one of the strongest memory upcycles to pan out throughout 2026, as the incrementally higher AI spending mainly from the hyperscalers and their intentions to continue to do so is driving our view that memory demand from servers…
Deutsche buy thesis on $META: "We have been here a couple of times before, and each time it ended the same way... good for META's longer-term equity value. This time, Meta is accelerating its investment in AI/infrastructure faster than we anticipated, which will likely result…
Goldman sell thesis on battery tech name $QS "The company has made progress recently in a handful of areas, including with the start of shipments of the QSE-5 B1 samples, the use of its cells for a demonstration in a Ducati motorcycle, agreements with Murata and Corning to…
JPMorgan - $AMD can make $30-35 billion in annual revenue from its deal with OpenAI alone, 'still headroom here for estimates to move materially higher': "For AMD, a starting point for thinking about how to frame revenue per GW is with its recently announced supply agreement…
$MSFT Azure continues to take share vs $AMZN AWS, and the outlook in enterprise cloud spending continues to improve, from UBS: "The consensus view from our checks was that Microsoft Azure again took share. All 3 partners we spoke to said that their Azure practices accelerated…
Interesting Deutsche expert call on the outlook in the HBM market with former SVP at Samsung who's now running a consulting firm => market bullishness on Samsung share gains and concerns around Micron's competitiveness due its HBM4 base die are overblown: "We recently caught up…
Great expert call just how big the impact of AI on software development is. This is with Github's former CTO, from William Blair: "AI is dismantling many of the historical constraints associated with software development, namely time, cost, and resource intensity. Nyman noted…
$NVDA GPUs are going to space - edge network to analyze satellite imagery onboard
$ASML's CEO on why high-NA is ahead of EUV at a similar stage of its introduction. For those that remember, EUV was a big mess 10 years ago with continuous market fears that the technology would 'never make it'. EUV productivity was low due to low source power and low tool…
In the last few months, OpenAI has announced deals with all major accelerator providers, both GPU and ASIC - $NVDA $AVGO $AMD and $GOOGL. The reason is the open source Triton software stack. Write code once in a Python-like language, and then deploy on a variety of accelerator…
Anthropic's @DarioAmodei explains why their existing models business is already profitable, but the R&D cycle in new model development is obscuring this when you look at the company's financials:
Nice chart from Evercore showing how the MCU market has consolidated into 6 key players, but also how Chinese firms are emerging as competitors. The main route for Chinese MCUs to win market share is their end customers winning market share, i.e. Chinese EVs, industrial equipment…
Barclays buy thesis on $NVDA: "When tracking AI capacity additions over the LTM, AI TAMs don't seem so outlandish anymore and NVDA looks like the most interesting name in our group. When Jensen first forecast a $1T industry by the end of the decade, we admittedly balked. With…
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