Naina Garg · Independent Technology Investing Research

Deep Tech Equity Research Library

AI infrastructure & compute, cybersecurity, the memory super-cycle, agentic software, and the quantum & robotics frontier: five expressions of one trade.

31Companies
5Sectors
LivePrices & models
21Marquee deals
Coverage snapshot

31 Stock Dashboards, One Sortable Table

Ticker Company Category Rating Price 12-mo PT Δ vs PT As of Next Release
Cross-coverage map

Thesis Graph: How It Connects

Coverage doesn't live in silos. Each name is a supplier, customer, competitor, or second-order bet on the others. One ticker's capex cadence is another's revenue.

↻ Rotate to landscape for the full map

The sector deep-dive · follow the ~$725B

The Library: Five Expressions of One Trade

About this work

The dashboards and downloadable Excel models in this library are an independent research sample for demonstration. They are not investment advice, and not a recommendation to buy or sell any security. The models are illustrative teaching workbooks: their assumptions are explicit and meant to be changed. Figures were compiled from public filings and data providers and will drift. Refresh before relying on anything here. Spreadsheets download rather than preview; open them in Excel, Google Sheets, or Numbers.