Underwriting Archive
Investment Memos
Our collection of individual underwriting pages for the opportunities in the Atlas investable universe.AS OF 09 AUG 2026
Amazon
AMZN / Consumer & Cloud
Bitcoin
BTC / Monetary Network
Micron
MU / Semiconductors
SpaceX
SPCX / Space Infrastructure
Meta
META / AI & Internet
Rocket Lab
RKLB / Space Infrastructure
NVIDIA
NVDA / AI Infrastructure
Alphabet
GOOGL / AI & Internet
TSMC
TSM / Semiconductors
Palantir
PLTR / Enterprise Software