Microsoft CEO On AI CapEx: Show Me The Money!
Mr Nadella's approach to AI compute build out has always been a pragmatic "show me the money and I'll build some more compute" approach. After last...
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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
509 Views
Where Is the Nasdaq 100 Headed Next?
The Nasdaq-100 Index is very oversold DAILY and WEEKLY according to our models, but while a DAILY reversal is imminent, the WEEKLY may take longer...
581 Views
Taiwan Tech Weekly: Trump's New China Chip Restrictions; Foxconn & Honda Alliance?; TSMC & Intel
Trump Admin preparing to further limit China's chip access; Foxconn and Honda potentially teaming up for EVs; TSMC considering Intel foundry...
494 Views
JX Advance Metals Pre-IPO - Peer Comparison or Lack Thereof
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake. In this note,...
445 Views