A 49.18% loss is a brutal way to learn about “moat evaporation.” David breaks down why he walked away from Adobe and why “averaging down” is often just throwing good money after a bad story.
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Research-driven Global
Technology Investing
For Professional Investors Only
Latest Articles
The IPO Trap: Why I’m Ignoring OpenAI and SpaceX to Own the “Plumbing” Instead
Nasdaq is fast-tracking the IPOs of OpenAI and SpaceX. David explains why these “trophy” listings might be valuation traps for long-term investors and why he prefers owning the “Sovereign Foundation” instead.
How to lock in a 123% gain in 18 months
Following a 47% gain, David Thomas explains why he moved the North Tech 15 to 100% cash on 3rd March. Learn why the conflict in Iran changed the risk profile for tech and why protecting capital is his #1 priority.
The Sovereign Shift: Why I Built the North Tech 15
The “Buy-and-Hold” era is over. As Sovereign AI and electronic “Iron Curtains” reshape the global economy, the North Tech 15 is my real-money roadmap to owning the future. Discover the 3-pillar strategy I’m using to survive the 2026 Great Reset.
Investment Vehicles & Implementation
Institutional Access via Actively Managed Certificates (AMC),
Exchange listed
Traded on the Stuttgart Stock Exchange (EUWAX), providing daily liquidity and transparent pricing.
Operational Efficiency
Fully collateralised and segregated via an independent trustee, mitigating issuer credit risk.
Seamless Integration
Accessible via standard brokerage accounts (e.g., Interactive Brokers, Swissquote) using a dedicated ISIN
Schedule a Strategy Briefing
North Tech Capital welcomes inquiries from family offices, wealth managers, and professional allocators. Use the link below to book a direct consultation regarding strategy implementation, or bespoke mandate requirements.
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