Manages the fund's technology equity portfolio from New York, providing sector-level analysis on AI, semiconductors, and mega-cap tech performance drivers.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Nvidia's extraordinary earnings growth from massive AI chip demand — not valuation expansion — powered its 25 trillion kroner value increase, making it the fund's largest single contributor.
AI-powered advertising tools that automate ad creation, targeting, and placement are generating more sales at lower cost for small businesses, driving strong revenue growth for Meta.
AI-powered advertising tools that automate ad creation, targeting, and placement are generating more sales at lower cost for small businesses, driving strong revenue growth for Google.