Tech Investing Deep Dives

Steven Poelmans
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  • Investing
  • Updated Biweekly

In Tech Investing Deep Dives, we explore a selection of companies with a focus on disruptive high growth technology stocks. The goal is to provide a first deep dive on which you can build and continue your own research. Conversations in this podcast are AI generated, the preparation and editing is carefully done by us. None of the information provided is financial advice. For our proprietary Quality and Valuation system and our portfolio, head over to Techinvestingdeepdives.com.

  1. Jun 23

    Episode 19 - $RHM (Rheinmetall)

    In this episode we have a look at the German defense giant Rheinmetall. How do the new NATO defense budgets affect the company; is there a long-term story and what does the valuation look like ? What are execution risks ?

    20 min

  2. Jun 11

    Episode 18 - $AIRJ (AirJoule Technologies)

    Airjoule developed revolutionary metallurgic technology that can extract water out of the air in the most efficient way yet and together with GE Vernova in a joint venture, they are bringing this technology to market. Applications: think data centers, airco and much more. Listen to the episode to find out more !

    21 min

  3. Jun 8

    Episode 17 - $TMDX (Transmedics)

    TransMedics is a medical company that revolutionizes organ transplantation by keeping donor hearts, lungs, and livers alive outside the body in a warm, functioning state, replacing traditional cold storage. In this episode we discuss their technology and core thesis.

    15 min

  4. Jun 8

    Episode 16 - $GLBE (Global-E online)

    Global-e Online operates an end-to-end cross-border e-commerce platform that simplifies international direct-to-consumer sales by managing localized checkouts, currency conversions, customs duties, and global logistics. But are they a good investment ?

    22 min

  5. Jun 2

    Episode 15 - $RDDT (Reddit)

    The online board Reddit is showing massive growth. The stock is cheap. How valuable is their data in a world where AI dominates ? Listen to find out.

    12 min

  6. May 26

    Episode 14 - $VOYG (Voyager Technologies)

    A promising space company that wants to build a space station, that is getting more and more defense contracts, and a specialist in space propulsion. Let’s dig in !

    13 min

  7. Apr 21

    Episode 12 - $MU (Micron Technology)

    In this episode we dig into the AI memory bottleneck, what HBM is and find out if Micron has a moat. After a huge run-up in stock price, how should we think about today’s valuation ?

    22 min

  8. Apr 12

    Episode 11 - $NVDA (Nvidia)

    NVIDIA (NVDA) is the global leader in accelerated computing and AI hardware, currently dominating the enterprise market with its high-performance GPUs and integrated software ecosystem. Following a record-breaking fiscal 2026 with over $215 billion in revenue, the company is now transitioning to its next-generation Rubin architecture to further scale the world's generative AI infrastructure.

    21 min
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About

In Tech Investing Deep Dives, we explore a selection of companies with a focus on disruptive high growth technology stocks. The goal is to provide a first deep dive on which you can build and continue your own research. Conversations in this podcast are AI generated, the preparation and editing is carefully done by us. None of the information provided is financial advice. For our proprietary Quality and Valuation system and our portfolio, head over to Techinvestingdeepdives.com.

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