New Deal Invest
New Deal Invest @NDI-FutureTech

Tuottavuus
Kaikki

1.53%2026
2026
38.84%2025
2025
37.10%2024
2024
31.68%2023
2023
-20.16%2022
2022
4.41%2021
2021
7.92%2020
2020
-1.00%2019
2019
38.8%0%-38.8%
Keskustelut
NDI-FutureTech
Smart Portfolio
8 pv
Muokattu
ASM and the Rising Complexity of Chips: Why ALD Matters More Than Ever $ASM.NV (ASM International NV) sits at the heart of one of the most important shifts in semiconductor manufacturing: the move from planar scaling to complexity-driven scaling. As features shrink and devices become increasingly three-dimensional,... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
15 pv
Muokattu
Why MP Materials May Succeed Where Others Failed The failure of the previous operator (Molycorp) at Mountain Pass still looms large in investors’ minds. That history matters — but so does how differently $MP (MP Materials Corp.) has approached the same asset. Molycorp tried to rebuild mining, separation,... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
23 pv
Muokattu
@NDI-FutureTech: what we changed for 1Q26, and why it didn’t make the portfolio “riskier” We held our 1Q26 rebalancing meeting on 15 December 2025. Going into it, our main objective was straightforward: tilt the portfolio a little further upstream in the AI value chain. In practice, that means leaning... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
1 kk
Muokattu
PANW: building the “AI utility” layer for cybersecurity (but the market still wants proof) $PANW (Palo Alto Networks) is in an interesting spot: strategically, it may be setting the agenda for what AI-era security looks like, yet the stock hasn’t enjoyed the same “AI rerating” the market has handed... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
1 kk
Year in Review: Pay Attention to Who You Listen To Everything becomes clear in hindsight. And while it is now may be too late to change your returns for the year, it is a perfect time to pause and assess who you listened to over the past year and who influenced your trades in 2025. Were you able to... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
2 min
Circle: Owning the Dollar Rails of the Internet $CRCL (Circle Internet Group Inc) hasn’t started well for NDI-FutureTech since we added it in early 4Q25, but the 40% pullback against still-solid fundamentals has actually improved the long-term risk/reward. Unlike most high-growth names in the portfolio,... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
2 min
Lemonade: Moving From Light-Risk Model to Full Insurer $LMND (Lemonade Inc.) has been in the NDI-FutureTech portfolio since inception and has become one of our biggest outliers: up roughly 300% since launch and about 85% year-to-date. We’ve always viewed it as an AI-native insurance platform with meaningful... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
2 min
AI Bubble Check: Hyperscaler ROIC Still Beats the Cost of Capital At NDI-FutureTech we spend a lot of time stress-testing AI narratives, comparing market sentiment with actual economics. With “AI bubble” talk getting louder, a useful way to ground the debate is to ask: what forward Return on Invested... Näytä enemmän Käännä
NDI-FutureTech
Smart Portfolio
3 min
Fortinet: Building Secure, Efficient Networks for the AI-Driven World 👉 $FTNT (Fortinet Inc) — a long-term holding in the @NDI-FutureTech portfolio — reported 3Q25 results on November 5, 2025, which underwhelmed analysts and investors. Concerns about slower services growth have driven expectations... Näytä enemmän Käännä

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