Neoclouds - taking a starring role in the GPU cycle
Eli Lilly, Curvebeam AI, Syntara, a new approach in Alzheimer's, and Hashan's new fund
Chinese equities just had their strongest week in years KWEB, an ETF tracking China’s tech sector, recently celebrated ten years of trading...
The first rate cuts, a new scaling vector, and healthcare booms
Misha's new fund, the crash and recovery of early August, and self-driving cars
Flash crash and reporting season
Dear investors and well-wishers, The fund advanced 15% in June to bring our FY24 return to 81%. I recorded an interview with Equity Mates where I...
Strategy Update
Texas Instruments shared this long term chart on semiconductor cyclicality. Historically, slumps have ended around the 40 week mark, which would be...
A crack in semis?
Earlier this year Australia’s population crossed over 27 million
Radiopharmaceuticals, semiconductors, and new developments
Tesla has now dropped 35% this year, ahead of even Boeing, which seems to have several safety incidents a week right now (have to fly in one on the...
Nubank is our second largest single stock exposure at ~10%, mostly because it’s moved up quite a bit recently. I wrote recent notes on other major...
Transmedics reported last night and is one of our largest single stock exposures at ~9%. Core components of the technology were developed in Sydney...
How the revolutions of 2023 might play out this year
Inflation, Clarity, Transmedics and Schrödinger
Transmedics, MercadoLibre, Nubank and Biotech
Possibly
Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.
.png)
