About David Thomas & North Tech Capital
The Mission: Signal in the Noise
David Thomas is a financial journalist and strategist. He founded North Tech Capital to provide institutional-grade analysis for a new generation of time-poor professionals who want exposure to the US technology sector without the 40-hour-a-week research commitment.
In a market saturated with short-term hype, North Tech Capital focuses on the long-term structural build-out of the AI economy. We don’t “trade” the news; we analyze the earnings power, cash flow durability, and valuation discipline of the companies building the future.
The Framework: The Global Tech 15
At the heart of David’s work is the Global Tech 15, a concentrated research model of 15 “High-Conviction” US-listed technology stocks.
This isn’t a passive fund; it is a Live Strategy Log. David treats the Global Tech 15 as a “North Star” for understanding how macro forces, capital flows, and policy shifts interact with the world’s most dominant tech platforms.
The Methodology:
- Valuation-First: We prioritize “Price vs. Value” over momentum.
- Fundamental Deep-Dives: Analysis of semiconductors, cloud infrastructure, and platform economics.
- Macro Context: We look at the “Big Picture” first so you don’t have to.
The “Skin in the Game” Commitment
Transparency is our primary currency. David isn’t just a commentator; he is a practitioner.
- Live Execution: Every movement in the Global Tech 15 is verified live on Savvy Trader.
- The Research Log: Subscribers don’t just see what David buys; they see the “Chewy Sheets” and journalistic deep-dives explaining why.
“I spend my week in the 10-Ks and earnings calls so you can spend your week focusing on your career, while keeping a pulse on the most important trade of our generation.” — David Thomas
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Stay informed on the long-term evolution of the AI economy. By joining our free newsletter, you’ll receive my latest deep-dives and market commentary directly to your inbox.
As a thank you for joining:
- Immediate Strategy Access: Your welcome email will contain an exclusive link for 50% off your first year’s subscription to the Global Tech 15 live strategy on Savvy Trader.
- Verified Transparency: See every trade execution in my personal research log, verified in real-time.
- Professional Insights: High-signal analysis designed for the time-poor professional.
By signing up, you agree to receive blog updates and research. You can opt out at any time. Risk Warning: Your capital is at risk. Tech stocks are volatile; please ensure you read our full Disclaimer before acting on research.