Tech Investing Deep Dives

Marine technology is becoming increasingly important in the current geopolitical landscape. Outside of the defense sector, Kraken offers fascinating technology for all kinds of other industrial marine applications. Let's explore the investment thesis for Kraken Robotics in this one !

Today for the first time we are not talking about a stock. We are talking about the LINK token and if it makes for a good investment. Chainlink is rapidly building out the most important oracle network to support on-chain global finance.

Today we look at SK Hynix, the largest producer of HBM (high bandwith memory). HBM is one of the largest bottlenecks of the AI revolution. Should you buy SKHY ? Or is Micron the better opportunity ? Listen to find out.

The AI build-out requires massive networking infrastructure. Credo is at the cutting edge of copper cabling and optics. But is it a good investment ? Listen to find out !

For the 20th episode of our podcast we revisit AST SpaceMobile, our highest conviction tech start-up with revolutionary satellite technology.

In this episode we have a look at the German defense giant Rheinmetall. How do the new NATO defense budgets affect the company; is there a long-term story and what does the valuation look like ? What are execution risks ?

Airjoule developed revolutionary metallurgic technology that can extract water out of the air in the most efficient way yet and together with GE Vernova in a joint venture, they are bringing this technology to market. Applications: think data centers, airco and much more. Listen to the episode to find out more !

TransMedics is a medical company that revolutionizes organ transplantation by keeping donor hearts, lungs, and livers alive outside the body in a warm, functioning state, replacing traditional cold storage. In this episode we discuss their technology and core thesis.

Global-e Online operates an end-to-end cross-border e-commerce platform that simplifies international direct-to-consumer sales by managing localized checkouts, currency conversions, customs duties, and global logistics. But are they a good investment ?

The online board Reddit is showing massive growth. The stock is cheap. How valuable is their data in a world where AI dominates ? Listen to find out.