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<ul><li>GDS Investments' commentary for the month of September, 2026.</li><li>“Remember that the art comes in editing after the invention, not before” - Ben Thompson Dear Clients and Friends, I hope you have all had a wonderful summer and have managed to stay cool despite the intense heat covering much of the country.</li><li>Despite taking August off from this monthly letter myself, the world kept turning, and we return this September with a lot of news to touch on.</li></ul>

GDS Investments' commentary for the month of September, 2026.“Remember that the art comes in editing after the invention, not before” - Ben Thompson Dear Clients and Friends, I hope you have all had a wonderful summer and have managed to stay cool despite the intense heat covering much of the country.Despite taking August off from this monthly letter myself, the world kept turning, and we return this September with a lot of news to touch on.

GDS Investments September 2026 Commentary