• Skip to main content
  • Skip to footer

NORTH TECH CAPITAL

Research. Discipline. Tech Stocks.

  • Products
  • About
  • Blog
  • Research Report

David Thomas

The Monthly Briefing: 2025 Annual Review

January 4, 2026 by David Thomas

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?

December 29, 2025 by David Thomas

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?

December 26, 2025 by David Thomas

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?

December 23, 2025 by David Thomas

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.

Is Microsoft Stock a Good Investment for 2026? A Long-Term Outlook

December 9, 2025 by David Thomas

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.

  • Page 1
  • Page 2
  • Go to Next Page »

Footer

Socials

  • X
  • LinkedIn
  • Facebook

Investing

  • Articles
  • Disclaimer
  • North Tech Capital Newsletter

Newsletter

North Tech Capital · Copyright © 2026

North Tech Capital uses cookies to enhance your browsing experience, improve site functionality, and deliver personalized content about our tokenized fund. Cookies include essential ones for navigation and security, analytics to improve performance (e.g., Google Analytics), and marketing to provide tailored updates. By clicking “Accept” or continuing to browse, you consent to our cookie use. Manage preferences via our Cookie Settings or your browser, noting that disabling cookies may affect functionality. Investments carry risks; their value and income may rise or fall, and you may not recover your initial investment. Our materials are for high net worth, sophisticated, or professional/accredited investors only, not retail clients. See our Privacy Policy for GDPR and UK Data Protection Act 2018 details.