GTR
Dive into the global semiconductor investment landscape with a unique lens provided by an Asian investor
Engineering-Driven Investment Analysisโข -- Don't let "fundamentals" weigh you down. (โเฒ _เฒ )โๅฝกโปโโป **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Weekly semiconductor and deep tech analysis. Semis are as uncertain as ever, and *now* is the best time to pay attention.