Members (WishList Member protected)

California Technology Stock Letter — Members

Welcome Back, [Member Name]

Logged in as [member@email.com]  ·  Subscription active through [renewal date]

Latest Research

Full Archive Below

VICR  ·  NASDAQ
June 2, 2026
Vicor Corporation — Initiating Coverage
The power technology company at the heart of the AI data center buildout. Founder-led, debt-free, executing a patent enforcement strategy that converts decades of IP into near-100%-margin licensing revenue.

AUR  ·  NASDAQ
May 31, 2026
Aurora Innovation — Initiating Coverage
The first commercially operating Level 4 autonomous trucking platform in the United States. Generating real revenue from driverless trucks on real commercial routes. Backed by Nvidia, Volvo, PACCAR, FedEx, and Jeff Bezos.

DNA  ·  NYSE
April 2026
Ginkgo Bioworks — Initiating Coverage
The operating system for biology. Cell programming platform at the convergence of synthetic biology, AI, and pharmaceutical manufacturing. Balance sheet rebuilt around capital discipline.

Archive — All Coverage