Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

<ul>
<li>On April 15, 2026, Allbirds announced it is leaving the shoe business entirely and pivoting to AI compute infrastructure, more specifically GPU As A Service</li>
<li>The stock, which closed at $2.49 the day before, opened at $6.84 and ripped to an intraday high of $24.31 before settling at $16.99: a 582% gain on the day.</li>
<li>NewBird AI from 2026 meet your cousin Long Blockchain from 2017. You have a lot in common and your future trajectory likely will have also.</li>
</ul>


On April 15, 2026, Allbirds announced it is leaving the shoe business entirely and pivoting to AI compute infrastructure, more specifically GPU As A Service
The stock, which closed at $2.49 the day before, opened at $6.84 and ripped to an intraday high of $24.31 before settling at $16.99: a 582% gain on the day.
NewBird AI from 2026 meet your cousin Long Blockchain from 2017. You have a lot in common and your future trajectory likely will have also.


Allbirds Becomes NewBird AI. Long Island Iced Tea For Anybody?

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Global asset markets continue to look through the Iran War</li>
<li>US technical indicators and Dollar weakness mean we remain cautiously optimistic</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Global asset markets continue to look through the Iran War
US technical indicators and Dollar weakness mean we remain cautiously optimistic


Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>
<a href="https://www.smartkarma.com/entities/carsome-group" target="_blank" data-smartkarma-citation="entities:35913:1" rel="noopener">Carsome (CARSOME1 SP)</a>, Malaysia's used-car eCommerce/technology unicorn, has reportedly submitted a confidential IPO filing for a dual listing on Nasdaq and <a href="https://www.smartkarma.com/entities/singapore-exchange-ltd" target="_blank" data-smartkarma-citation="entities:1047:1" rel="noopener">Singapore Exchange</a>.</li>
<li>Carsome has a great ESG story to tell, but needs to be less humble about telling it because pre-IPO ESG messaging can impact IPO valuations, especially for transportation-related deals.</li>
<li>The centerpiece of Carsome's ESG story should be the important (but underappreciated) role of used car markets in decarbonising road transportation, a leading source of carbon emissions.</li>
</ul>



Carsome (CARSOME1 SP), Malaysia's used-car eCommerce/technology unicorn, has reportedly submitted a confidential IPO filing for a dual listing on Nasdaq and Singapore Exchange.
Carsome has a great ESG story to tell, but needs to be less humble about telling it because pre-IPO ESG messaging can impact IPO valuations, especially for transportation-related deals.
The centerpiece of Carsome's ESG story should be the important (but underappreciated) role of used car markets in decarbonising road transportation, a leading source of carbon emissions.


Carsome: A Paradigm of Circular Economy and Unsung Hero in the Decarbonisation of Transportation

United States

Allbirds, Inc. designs and manufactures footwear products. The Company offers shoes made from merino wool for men, women, and kids. Allbirds serves clients worldwide.

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Allbirds (BIRD US)

Allbirds Becomes NewBird AI. Long Island Iced Tea For Anybody?

NewBird AI from 2026 meet your cousin Long Blockchain from 2017. You have a lot in common and your future trajectory likely will have also.

William Keating

Overview #56 - Back to the Races?

A review of recent events/data impacting our investment themes and outlook. We take a look at Oil, Commodities and the strong move in US indices

Rikki Malik

Carsome: A Paradigm of Circular Economy and Unsung Hero in the Decarbonisation of Transportation

Carsome has reportedly filed for an IPO (dual Nasdaq/SGX listing), and has a great ESG story to tell investors including the role that used car...

Kyle Rudden

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52-week Range

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