US Tech Company Research, MT Capital

MT Capital

US Tech Company Research

I demystify the world's most interesting tech companies, providing in-depth, no-nonsense, un-biased analysis on the most interesting Tech Companies available for investment today. I am a Mechanical Engineer by education, Software Engineer by trade and a self-trained Financial Analyst.

Equity Bottom-Up

Franco-Nevada Corporation is a resource royalty and investment company. The Company owns a diversified portfolio of precious and base metal royalties, oil and natural gas royalties and other interests, including assets in production, under development or in the exploration phase mostly located in geopolitically secure countries.

<ul><li>In theory, the fundamental building blocks of the universe, matter and anti-matter, should exist at a 1:1 ratio, a positron for every electron, a yin to each yang.</li><li>However, owed to some miraculous flaw in the simulation’s code, a perturbation in the motion of the universe’s marionette, this is not the case.</li><li>Rather than the big-bang resulting in the almost immediate annihilation of matter and anti-matter into photons, matter prevailed, surviving in excess to its counterpart.</li></ul>

In theory, the fundamental building blocks of the universe, matter and anti-matter, should exist at a 1:1 ratio, a positron for every electron, a yin to each yang.However, owed to some miraculous flaw in the simulation’s code, a perturbation in the motion of the universe’s marionette, this is not the case.Rather than the big-bang resulting in the almost immediate annihilation of matter and anti-matter into photons, matter prevailed, surviving in excess to its counterpart.

Adyen N.V. provides payment solutions. The Company offers a platform that enable merchants and businesses to process payments online, mobile, and point-of-sale systems with payment methods including card schemes, mobile wallets, and other local methods. Adyen serves customers worldwide.

<ul><li>When I think about the world of tech, there is no shortage of products, developments, or innovations that deserve attention.</li><li>Some pieces of technology, when broken down, are extraordinarily complex and exist out in the open.</li><li>Others hide in plain sight, functioning in the shadows, but are still responsible for certain components of indispensable processes that allow our world to operate as we know it today.</li></ul>

When I think about the world of tech, there is no shortage of products, developments, or innovations that deserve attention.Some pieces of technology, when broken down, are extraordinarily complex and exist out in the open.Others hide in plain sight, functioning in the shadows, but are still responsible for certain components of indispensable processes that allow our world to operate as we know it today.

Meta Platforms (Facebook) / Equity Bottom-Up

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

<ul><li>The technology sector is full of polarizing personalities, many of whom stand at the helm of some of the largest companies in the world.</li><li>Whether that be with the brash antics and lofty ambitions of Elon Musk, the undoubtable brilliance tainted by Bitcoin Maximalism exhibited by Jack Dorsey, the SEC-challenging twitter threads blasted by Brain Armstrong, or the naivety potentially falsely portrayed by Vlad Tenev, there is no shortage of individuals that, love or hate, you can’t help but pay attention to.</li><li>Mark Zuckerburg is one of those people. The man that steers the ship of of Metaverse has clear technical aptitude, a far-cry away from the resume full of consulting experience and MBAs possessed by a lot of modern c-suite executives.</li></ul>

The technology sector is full of polarizing personalities, many of whom stand at the helm of some of the largest companies in the world.Whether that be with the brash antics and lofty ambitions of Elon Musk, the undoubtable brilliance tainted by Bitcoin Maximalism exhibited by Jack Dorsey, the SEC-challenging twitter threads blasted by Brain Armstrong, or the naivety potentially falsely portrayed by Vlad Tenev, there is no shortage of individuals that, love or hate, you can’t help but pay attention to.Mark Zuckerburg is one of those people. The man that steers the ship of of Metaverse has clear technical aptitude, a far-cry away from the resume full of consulting experience and MBAs possessed by a lot of modern c-suite executives.

Cloudflare, Inc. designs and develops software solutions. The Company offers platform for load balancing, video streaming, security, analysis, and domain registration. Cloudflare serves customers worldwide.

<ul><li>Over the last few weeks I have been picking away at the book “The Master and His Emissary”.</li><li>Within, Ian McGilchrist analyzes the differences between the two hemispheres of the brain (the right and the left), explaining how their inherent functionalities may drive the contradictions we all feel in human existence.</li><li>Without going into too much depth here (I encourage you to read his work instead), I found myself struck by the idea of The Belief in One Truth.</li></ul>

Over the last few weeks I have been picking away at the book “The Master and His Emissary”.Within, Ian McGilchrist analyzes the differences between the two hemispheres of the brain (the right and the left), explaining how their inherent functionalities may drive the contradictions we all feel in human existence.Without going into too much depth here (I encourage you to read his work instead), I found myself struck by the idea of The Belief in One Truth.

Advanced Micro Devices / Equity Bottom-Up

Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

<ul><li>Today I will be completing an in-depth analysis on AMD .</li><li>Within, I will break down the multitude of opportunities the company has in front of it and provide a succinct overview of the company’s vast technology portfolio.</li><li>Additionally, I will spend time discussing how the company is eating Intel’s lunch, dig deeper into their financials, and discuss some positive and risk-based factors alike that I am considering with respect to the company. </li></ul>

Today I will be completing an in-depth analysis on AMD .Within, I will break down the multitude of opportunities the company has in front of it and provide a succinct overview of the company’s vast technology portfolio.Additionally, I will spend time discussing how the company is eating Intel’s lunch, dig deeper into their financials, and discuss some positive and risk-based factors alike that I am considering with respect to the company. 