NVIDIA Q425 Beats, Raises, Market Yawns, Then Vomits. A Lake Wobegon Moment Perhaps?
Jensen presents a utopian, Lake Wobegon-esque vision of an all pervasive AI but in reality the pace of AI adoption will ultimately be determined by...
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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...
508 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,...
444 Views
TSMC (2330.TT; TSM.US): Will TSMC Work on Intel Foundry Services? There Are Three Paradoxes...
US President's goal of making the US the top semiconductor manufacturing country faces paradoxes due to existing environment, approval...
745 Views
JX Advance Metals Pre-IPO - The Negatives - Isn't There Yet
JX Advance Metal’s (JXAM) parent, ENEOS Holdings (5020 JP), is looking to raise US$2.6bn in its Japan IPO. In this note, we talk about the not-so...
659 Views