Tech Investing Deep Dives

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.

A promising space company that wants to build a space station, that is getting more and more defense contracts, and a specialist in space propulsion. Let’s dig in !

Definitely controversial, telehealth company Hims & Hers (HIMS) warrants a closer look. How is the company expanding ? Can they stay ahead of the competition ? Do they have a moat in the making ? What about valuation ? Listen to find out !

In this episode we dig into the AI memory bottleneck, what HBM is and find out if Micron has a moat. After a huge run-up in stock price, how should we think about today’s valuation ?

NVIDIA (NVDA) is the global leader in accelerated computing and AI hardware, currently dominating the enterprise market with its high-performance GPUs and integrated software ecosystem. Following a record-breaking fiscal 2026 with over $215 billion in revenue, the company is now transitioning to its next-generation Rubin architecture to further scale the world's generative AI infrastructure.

Shift4 ($FOUR) combines dominant market leadership in the high-growth "experience economy" with a disciplined international expansion strategy and a valuation that remains significantly disconnected from its projected path toward a $1 billion free cash flow by 2027. Listen to discover more !

Discover how Sea Limited is weaponizing "integration density" across e-commerce, fintech, and gaming to build a $23 billion digital powerhouse with a major logistics moat that competitors simply cannot replicate.

In this episode we explore Ouster, the digital lidar pioneer that is evolving into the foundational sensing and perception platform for Physical AI through its transformational acquisition of Stereolabs. Ouster is now providing the essential 3D "eyes" for everything from autonomous robots to smart infrastructure across the globe. What are the main benefits of the Stereolabs acquisition?...

Firefly Aerospace: rockets and moonlanders, a tenth of RKLB’s valuation, defense contracts, what’s not to love ?

What does Broadcom do and do they offer a compelling investing opportunity in the age of AI ? Think ASICs, networking equipment and so much more.

Digging into a high growth defense disruptor in communications and UAS/drone (anti-) technology.

Is Astrana Health disrupting healthcare through their approach that focuses on keeping patients healthy and AI innovations ?

In this episode we are exploring Rubrik, an upcoming cybersecurity company that specialises in zero-trust data protection.

In this episode we unwrap AST SpaceMobile, a company that is using their revolutionary satellite design to provide global direct-to-cell connectivity in addition to a multitude of other use cases.

In this episode we discuss Zeta Global - an agentic AI disruptor in the world of Ad Technology.