Themes

We recently had the chance to experience “Star Wars: Secrets of the Empire” at The VOID, a location-based virtual reality destination. While we entered the VOID with some preconceived notions based on our relatively robust experience with virtual reality, we…

Uber reported Q4 2019 earnings with revenue in line with the Street and a net loss 6% better than expectations. We are incrementally more positive on the Uber story, given the company’s cost-cutting in December did not impact revenue growth,…

Tesla shares are up 20% today following a 45% move over the previous month.  The most recent share price surge is attributed to a combination of two factors: short-covering and greater investor optimism that Tesla is a tech company that…

Written by guest author Thomas Paulson, Principal at Inflection Capital Management. Disney+ Fast Start It’s early days for Disney+ given that we are only two months in; however, pre-sales, first-day subscribers (10m), and the stability in the weekly downloads have…

Shares of Facebook are down 7% in the after-market based on Mar-19 revenue guidance slightly below consensus along with the company cautioning that privacy changes may have an impact on monetization this year. Facebook’s dominance in reach and engagement is…

Apple’s December results strengthen the case that the company deserves a higher earnings multiple. There are currently two conventional investor views on Apple’s valuation: First, while Services have diversified the company’s business, Apple is still a “supercycle” boom and bust…

We believe Apple will be one of 5G’s biggest beneficiaries. The company has potentially four initiatives that will benefit from 5G: iPhone, augmented reality, healthcare, and the long shot wild card of autonomous vehicles. While multiple Apple segments will gain,…

Over the past six months, we have been tracking US carrier comments related to 5G deployment along with the number of 5G cities launched and coverage within those cities. Based on the most recent updates, we continue to believe that…

Health is an important theme at Loup Ventures — it’s the cornerstone for quality of life. We all approach health differently, but we face the same problem of measuring what we do. How our bodies react to exercise and diet…

The recent move in shares of TSLA (up 30% in the past month) has largely been driven by short sellers covering positions based on the emerging consensus that Tesla will stay in business long-term. That said, Tesla has not won…

1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…

Vikash Gilja is an assistant professor at UCSD, where he researchers brain-machine interfaces. Dr. Gilja is an advisor to Paradromics. He holds a Ph.D. in computer science from Stanford University, an M.Eng and B.S. in EECS from MIT, and a…