Tech Fund @techfund1

Former PM at major fund. Long term investor. Current research at https://t.co/wnqyNcDDq4 Joined February 2021

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Tech Fund @techfund1

2 weeks ago

No more Chinese tooling in new TSMC lines (Nikkei) Key to understand here is that a chip is built up from layers, with the less advanced layers being fabricated with less advanced tooling. What this means is that no Chinese tooling will be used even for these less crucial steps.

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Tech Fund @techfund1

2 weeks ago

How Bloomberg is reducing risk of LLM hallucinations: 1. Get the ground truth via RAG 2. Send the request with the ground truth to Claude (the most reliable model, OpenAI is for more 'relaxed' stuff) Interview with manager on Tegus:

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Tech Fund @techfund1

2 weeks ago

Once the US gov has its stake in $INTC, the next logical step is for Trump to pick up the phone to chip executives and tell them to allocate some volumes to Intel Foundry

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Tech Fund @techfund1

2 weeks ago

William Blair action item on $COIN: "We encourage investors to add Coinbase with shares trading 32% below the 52-week high (versus bitcoin off about 10%) as the market digests soft but expected second- quarter trading volume and increased infrastructure investments consistent…

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Tech Fund @techfund1

2 weeks ago

$APP - Crocs is reducing ad spend on Applovin. As they kept increasing spend, they weren't get the same returns i.e. ROAS (Tegus interview)

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Tech Fund @techfund1

2 weeks ago

William Blair went to Austin to compare $TSLA robotaxi and $GOOGL Waymo: Tesla vs. Waymo. In Austin we took multiple robotaxi and Waymo rides; the contrast was clear. Aside from the visual difference between each pulling up to the curb, the robotaxi was comfortable and…

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Tech Fund @techfund1

3 weeks ago

William Blair on $ENVX CFO tour: On Friday, August 15, we hosted Enovix CFO Ryan Benton for a series of investor meetings. Our time with Benton was encouraging; his experience strengthens the management team, and we expect clients to have a similar impression. We got an update…

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Tech Fund @techfund1

3 weeks ago

A lot of action again in tech stocks over the last week – we puzzle together the best findings with the best investment & trade ideas that are popping up on our screen, and which ones to avoid. techinvestments.io/p/tech-stocks-…

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Tech Fund @techfund1

3 weeks ago

. @sama can we have GPT4 back? It was way better

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Tech Fund @techfund1

4 weeks ago

Goldman on Nebius $NBIS - winning major customers such as Cloudflare and Shopify, and company is in discussions with frontier AI labs and hyperscalers: "Strong demand is accelerating capacity plans and deepening global expansion efforts: Nebius raised its FY25 contracted…

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Tech Fund @techfund1

4 weeks ago

Trump willing to sell $NVDA B20 chips to China - "H20 is too old, Huawei already has something similar. Blackwell is super advanced. We can take 30% off Blackwell's performance and sell it China."

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Tech Fund @techfund1

a month ago

$AMD began MI350 production ahead of schedule in June. Oracle is building a 27k node cluster with MI355X accelerators

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Tech Fund @techfund1

a month ago

$IFX - "Semi inventories at automotive OEMs could drop to a subcritical level". This obviously brings near term risks for mature semis, but also strong upswing potential once the cycle turns.