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Why I Built the Global Tech 15
Concentrated tech exposure
Jul 2
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Why I Built the Global Tech 15
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June 2025
Why Wise Is Moving to the US
Index eligibility matters — and UK rules still deter founder-led companies
Jun 7
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David Thomas
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Why Wise Is Moving to the US
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The One Number That Makes Nvidia King of Tech
How North Tech Capital finds compounders. Hint: earning power, not price targets, is the edge.
Jun 6
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David Thomas
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The One Number That Makes Nvidia King of Tech
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Wall Street Just Flipped Bullish Again. Too Late.
The Street is waking up. Smart money (you) never fell asleep.
Jun 5
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David Thomas
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Wall Street Just Flipped Bullish Again. Too Late.
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May 2025
Nvidia Just Lost China. The Stock Still Rallied.
The world’s most important chipmaker got sideswiped by U.S. policy—and printed $18.8B in profit anyway. Here’s what investors are missing.
May 29
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David Thomas
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Nvidia Just Lost China. The Stock Still Rallied.
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CPI Is a Distraction
Why Earnings — Not Inflation — Will Decide the Next Move in Stocks
May 14
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David Thomas
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CPI Is a Distraction
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