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Observations of a fund manager

16. Potential Quantum Winners

15. The Quantum Century.

14: The future is Quantum

13: Democratising data, USD fading, hyper growth

12: Sequoia insights, growth vs. interest rates, IPO market games

Week 11: Data consumption explosion, TSLA/BTC

Week 10: Earnings roar, Costly "free" tech, Digital "tax", Bold budget, Most important company you haven't heard of

Week 9: US chaos, Tech's Pandora's box, Bitcoin whales, Strong economy, Record FII inflows vs. negative editorials

Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!

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