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North Tech Capital — Global Tech 15 Weekly Update
Volatility Returns to Mega-Cap Tech as AI Spending Accelerates
Nov 9
1
October 2025
Why Mega-Cap Tech Is Still the Smartest Investment in the Market
How AI’s energy appetite is reshaping the global economy
Oct 28
The Slow Unlisting of London
Why the U.K.’s capital markets are losing their edge—and what it means for investors still long U.S. tech.
Oct 26
The Week Wall Street Panicked, and Mega-Cap Tech Quietly Won
Let's outperform Wall Street.
Oct 19
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North Tech Capital
1
1
July 2025
Quiet Trades and Quiet Progress
A weekly briefing on mega-cap tech, tokenized assets, and financial innovation.
Jul 27
The Breakout Nobody Is Watching
A stealth setup in mega-cap tech ahead of a crucial earnings catalyst.
Jul 24
1
The Slow Death of the LSE
Longer hours won’t save a system already being left behind.
Jul 23
ETH Is Back — But This Time, It’s Different
The capital allocators are moving in.
Jul 22
The S&P 500 Is Lying to You
Strip out 7 stocks and the “boom” looks like a whimper.
Jul 21
1
Stablecoins: The Quiet Takeover of the Dollar
How U.S. law is reshaping crypto’s role in finance.
Jul 21
1
How to Launch a Tokenized Hedge Fund (Without a Wall Street Pedigree)
A weekly briefing on mega-cap tech, tokenized assets, and financial innovation.
Jul 19
1
Read This If You Want to Know What Building a Tokenized Fund on Base Looks Like
A weekly briefing on mega-cap tech, tokenized assets, and the future of institutional investing.
Jul 15
1
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