MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Tech Investments

https://www.techinvestments.io/

Mentions39
Posts14
Latest post18 Oct 2026
CoreWeave, Inc.AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
Alphabet Inc.AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
Meta Platforms, Inc.AI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
PolyPeptide Group AGThe High-Growth Peptide Market + The Best Way To Play-11 Oct 2026
OmniAb, Inc.The High-Growth Peptide Market + The Best Way To Play-11 Oct 2026
Tencent Holdings LimitedCompute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Alibaba Group Holding LimitedCompute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Alphabet Inc.Compute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Microsoft CorporationCompute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Amazon.com, Inc.Compute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Nebius Group N.V.Compute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
CoreWeave, Inc.Compute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Space Exploration Technologies Corp.Compute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
Unity Software Inc.Scaling Laws, Hybrid Bonding, Power Semis, TPUs in Space, Alibaba-26 Sept 2026
Zscaler, Inc.Scaling Laws, Hybrid Bonding, Power Semis, TPUs in Space, Alibaba-26 Sept 2026
Snowflake Inc.Scaling Laws, Hybrid Bonding, Power Semis, TPUs in Space, Alibaba-26 Sept 2026
Alibaba Group Holding LimitedScaling Laws, Hybrid Bonding, Power Semis, TPUs in Space, Alibaba-26 Sept 2026
Broadcom Inc.SpaceX as Nvidia’s Dominant Customer, Broadcom’s Sandbagging, Credo vs Marvell in Scale Up, SpaceX vs ASTS-19 Sept 2026
NVIDIA CorporationSpaceX as Nvidia’s Dominant Customer, Broadcom’s Sandbagging, Credo vs Marvell in Scale Up, SpaceX vs ASTS-19 Sept 2026
Broadcom Inc.Open vs Closed Models, Snowflake, Robotaxis-13 Sept 2026
NVIDIA CorporationOpen vs Closed Models, Snowflake, Robotaxis-13 Sept 2026
ASML Holding N.V.Nvidia & Circular Financing, AI Outlook, and Physical AI-29 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedNvidia & Circular Financing, AI Outlook, and Physical AI-29 Aug 2026
MongoDB, Inc.Nvidia & Circular Financing, AI Outlook, and Physical AI-29 Aug 2026
Snowflake Inc.Nvidia & Circular Financing, AI Outlook, and Physical AI-29 Aug 2026
NVIDIA CorporationNvidia & Circular Financing, AI Outlook, and Physical AI-29 Aug 2026
Marvell Technology, Inc.Broadcom, ASICs, And More AI Winners-22 Aug 2026
Broadcom Inc.Broadcom, ASICs, And More AI Winners-22 Aug 2026
Micron Technology, Inc.AI Shortages, Memory Outlook, The Iran Gordian Knot-16 Aug 2026
SK hynix Inc.AI Shortages, Memory Outlook, The Iran Gordian Knot-16 Aug 2026
Alphabet Inc.Optics vs DRAM, AI Benchmaxing, Stock Picks-9 Aug 2026
Palantir Technologies Inc.Agentic & Physical AI Winners-3 Aug 2026
Snowflake Inc.Agentic & Physical AI Winners-3 Aug 2026
MongoDB, Inc.Agentic & Physical AI Winners-3 Aug 2026
Manhattan Associates, Inc.Agentic & Physical AI Winners-3 Aug 2026
Synopsys, Inc.The EDA Crash & The Massive AI Opportunity-27 Jul 2026
Cadence Design Systems, Inc.The EDA Crash & The Massive AI Opportunity-27 Jul 2026
Taiwan Semiconductor Manufacturing Company LimitedTSMC's Tech Roadmap, Outlook, and the Semis Sell-Off-19 Jul 2026
Silex Microsystems AB (publ)Silex Microsystems: The MEMS Foundry Behind Google's Optical Switches-7 Jul 2026