Following an exceptional market run and rising geopolitical tensions, David explains why he moved his entire portfolio to cash and what he is watching for next.
North Tech Capital: 2025 Annual Review
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.
Is gold quietly replacing mega-cap tech as the market’s safety trade?
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.
Is Nvidia quietly tightening its grip on AI in 2026?
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.
Which 3 US tech stocks would I start a 2026 ISA with?
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.