May noble thoughts come to us from every side, unchanged, unhindered, undefeated in every way - Rigveda Samhita 1.89.1
We focus on investment and business fundamentals. Our work dynamic is rooted in first principles, is actionable, and is independent. We bring lucid insights with integrity and brevity.
Technology Sector (Semiconductor ecosystem, Consumer Technology) and its impact across the investment and economic landscape is our canvas.
We have a global reach with insights into >$14.5 Trillion in market capitalization at nearly 1/3rd of the U.S. and 1/8th of the global equity market.
The logos below will guide you to our orbit. Welcome to our gravity!
Alphabet (GOOGL)
Amazon (AMZN)
Advanced Micro Devices (AMD)
Analog Devices (ADI)
Apple (AAPL)
Applied Materials (AMAT)
Arm Holdings (ARM)
ASML Holding (ASML)
Broadcom (AVGO)
GlobalFoundries (GFS)
Intel (INTC)
KLA Corp (KLAC)
Lam Research (LRCX)
Marvell Technology (MRVL)
Meta (META)
Microchip Technology (MCHP)
Micron (MU)
Microsoft (MSFT)
Nvidia (NVDA)
NXP Semiconductors (NXPI)
ON Semiconductor (ON)
Qualcomm (QCOM)
STMicroelectronics (STM)
Tesla (TSLA)
Texas Instruments (TXN)
Taiwan Semiconductor (TSM)