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Thirty Years of Technology Investing: Public Edition (1996-2026)

180 pages on every year of US tech stocks, from the dot-com mania to the AI concentration regime. Written like a CIO teaching a junior analyst the cycle.

What’s inside

  • Five eras, one chapter per year: the ten largest companies, the biggest winners and losers vs. their sub-sector, the multiple and the rate backdrop, next to the dated headlines of what people were saying at the time.
  • Lessons with receipts: patterns are tested against the data with hit rates and the years they failed, so you can see which “rules” actually held.
  • The one thing to carry: why the cap-weighted leaderboard and the median stock so often disagree in tech, and how to tell which kind of year you’re in.

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Model-drafted with AI. Price returns exclude dividends. Data as of October 16, 2026.

Disclaimer. The materials on this page, including Thirty Years of Technology Investing: Public Edition (1996-2026) and any company primers, are published by Fundamental Edge for educational and informational purposes only. They are not investment advice, a recommendation, or an offer or solicitation to buy or sell any security, and should not be relied on as the basis for any investment decision. These materials were model-drafted with AI research tools and may contain errors or omissions. They are provided "as is," with no representation or warranty as to accuracy, completeness, or timeliness. Return figures in the book are price returns only and exclude dividends; data and opinions are as of October 16, 2026 (DKNG primer: as of its publication date) and may change without notice, and we have no obligation to update them. Nothing here is a track record of any actual portfolio. Fundamental Edge, its principals, or its affiliates may or may not hold positions in securities discussed and may trade them at any time. Past performance is not indicative of future results. Do your own research and consult a qualified financial, legal, or tax professional before making any investment decision. By downloading, you agree to these terms.