Apple’s $30 Billion Broadcom Bet May Be More Defensive Than Patriotic!
Apple Inc. has turned a semiconductor supply agreement into something much bigger than a routine vendor deal. The company plans to spend more than...
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Apple Inc (AAPL US): Synthetic Expert Call Transcript (10 Jul 2026)
Apple maintains a strict hardware discount ceiling of 8% to 12% for its largest enterprise accounts, starkly contrasting with the 30% to 40%...
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Factors and Semiconductors
A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that. Markets always act erratically,...
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Aequitas: SK Hynix ADR Listing - Part 1 - Early Look at the US$10-15bn Offering
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise over US$10bn via an ADR listing. As per media reports, it has filed...
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Aequitas: SpaceX IPO - Space - The Breakthrough Segment but with Low/No Growth
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. In this note, we look at its ground breaking...
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