TAMIM
Tamim Global Tech and Innovation
Global Growth
Mar 2025 → Mar 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of TAMIM for every strategy.
Its investment theses
- Expand Energy CorporationMar 2025Expand Energy Corporation is a pivotal natural gas producer in the US, significantly enhancing its production capacity through a merger with Southwestern Energy, and plays a crucial role in supplying the energy needed for the growing AI and robotics sectors.
- TeslaMar 2025Tesla is a leading innovator in electric vehicles and automation, poised to dominate the next phases of the AI cycle through its vertical integration, advanced manufacturing, and commitment to autonomous driving technology.
- Viavi Solutions Inc.Mar 2025Viavi Solutions Inc. is a key player in network solutions that support the reliable deployment of AI applications across data centers and enterprise networks.