David Thomas’ The North Tech 15

Monthly Trades. Real Money. Total Transparency.

The world is changing at breakneck speed. Goldman Sachs warns that 300 million jobs will be disrupted by AI. Architecture, healthcare, law, and design; no profession is safe from the coming “Great Reset” of the global economy.

While mainstream analysts are still trying to understand the “Cloud,” I have spent the last 18 months building and battle-testing a proprietary system to identify the 15 companies that will not just survive this era, but own it.

From August 5th, 2024, this strategy has been my live research log. It isn’t a “backtest” or a “what-if” scenario. It is a real-money, real-time demonstration of capital resilience.

They want you to own the whole market. I don’t. I want to own the 15 elite businesses that possess the silicon, the data, and the power to dominate the next decade.

I am not a day trader. I am not a gambler. I am a Quant-focused researcher looking for pure, unadulterated capital growth. I deploy a strict, disciplined algorithm to find the best tech businesses in the world, buy them at the right price, and hold them with conviction.

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