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![techfund1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1356621924919615489.png) Tech Fund [@techfund1](/creator/twitter/techfund1) on x 11.2K followers
Created: 2025-07-13 07:20:25 UTC

Research published over the last month - links in bio:

A Niche Winner in the AI Data Center

Picks & Shovels for Biotech: Outlook

Snowflake, Databricks, and the Cloud Data Market

A Tour of Asian Tech

Semis - Nvidia, AMD, Marvell, BESI, KLA, Entegris, Arm, Intel, Navitas, Microchip & TI

![](https://pbs.twimg.com/media/GvuGXX4WsAAD9S_.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944295836814397813/c:line.svg)

**Related Topics**
[ti](/topic/ti)
[databricks](/topic/databricks)
[snowflake](/topic/snowflake)
[data center](/topic/data-center)
[coins ai](/topic/coins-ai)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)
[advanced micro devices](/topic/advanced-micro-devices)

[Post Link](https://x.com/techfund1/status/1944295836814397813)