Research

VIDEO – Technology Strategy: Uncorrelated Alpha

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Adam S. Parker, Ph.D. February 24, 2024

Technology Strategy: Uncorrelated Alpha

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Adam S. Parker, Ph.D. February 23, 2024

VIDEO – The Biggest Opportunities In Consumer

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Adam S. Parker, Ph.D. February 22, 2024

The Biggest Opportunities In Consumer

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Adam S. Parker, Ph.D. February 20, 2024

VIDEO – Technology Strategy: Finding Short Ideas

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Adam S. Parker, Ph.D. February 19, 2024

Level Set – AI Exposure and the NVDA “God” Trade

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Adam S. Parker, Ph.D. February 18, 2024

Technology Strategy: Finding Short Ideas

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Adam S. Parker, Ph.D. February 16, 2024

VIDEO – Technology Strategy: When do We Toggle from AI Semis to Industrials’ Semis?

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Adam S. Parker, Ph.D. February 12, 2024

Level Set – Our Top Investment Ideas

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Adam S. Parker, Ph.D. February 11, 2024

Technology Strategy – When Do We Toggle from AI Semis to Industrials Semis?

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Adam S. Parker, Ph.D. February 9, 2024