Technology & AI
Nicholas Thomas
Founder & Chief Trend Officer
Following the technology. Questioning the valuation.
Artificial intelligenceSemiconductorsCloud & infrastructure
Public portfolio 1 self-reported position · AVGOExplore the desk
TRENDYVEST / THE ANALYST DESK
Know the thinking.
Follow the record.
Two perspectives on a changing market. Explore the research, understand the approach, and follow the portfolio evidence as it is published.
Meet the desks01 / COVERAGE & PERSPECTIVE
Technology. Markets. Context.The research desks
Markets & Macro
Lily Caruso
Broad Market Editorial Desk
Reading the market beyond the headline.
Market structureEconomic catalystsRates & sectors
Public portfolio Awaiting recordsExplore the desk
Nicholas Thomas and Lily Caruso are the founder’s two editorial identities, not two independent employees. No banking affiliation or professional certification is represented.
THE PUBLIC RECORDA thesis is a beginning.
A thesis is a beginning.
The follow-through matters.
Read the work
Published coverage links back to the original article, its date and its named byline.
Examine the results
Portfolios will distinguish submitted real trades from verified records, with dated prices and a stated calculation method.
Check the disclosures
Holdings, conflicts, corrections and limitations belong beside the analysis.
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