Research. Discipline. Tech Stocks.
With a long-term, fundamentals-first approach, David Thomas helps investors understand where durable value is being created in technology, beyond headlines and hype
Editor, North Tech Capital
A transparent review of how the Global Tech 15 performed in 2025, what worked, what didn’t, and the lessons that matter as markets shift toward greater selectivity.
Gold has been quietly outperforming as tech and crypto lose momentum. Many readers have asked why gold is rising, and what it could signal heading into 2026.
Continue Reading Is gold quietly replacing mega-cap tech as the market’s safety trade?
Nvidia’s $20bn move on Groq isn’t about headlines. It’s about control of AI infrastructure. What this deal tells us about where durable value may sit for investors looking toward 2026.
Continue Reading Is Nvidia quietly tightening its grip on AI in 2026?
The best ISA investments for 2026 may not be the most talked about today. This article outlines three US tech stocks with strong fundamentals, long-term growth drivers, and staying power beyond short-term market noise.
Continue Reading Which 3 US tech stocks would I start a 2026 ISA with?
Microsoft continues to grow earnings and lead in AI, but valuation matters. This 2026 outlook explores revenue strength, durable cash flows, and pricing power — while explaining why we would hesitate to buy at today’s premium levels. A calm, long-term view for investors focused on quality and discipline.
Continue Reading Is Microsoft Stock a Good Investment for 2026? A Long-Term Outlook
Artificial intelligence is one of the biggest technology trends of our time. In this article, we share simple and clear steps for investing in AI stocks without the hype. Whether you’re new to tech investing or looking to sharpen your strategy, these tips will help you build confidence and think long term.
Continue Reading 10 Tips for Investing in Artificial Intelligence Stocks
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