NVIDIA & SDVs: Full-Stack Headwinds Vs Physical AI Opportunity
Despite Nvidia's automotive segment being 1% of revenue, it leads China's EV chip market. But in-house silicon, export risk, and XPeng's full-stack...
161 Views
CATL Pre-IPO: Funds for Capacity Expansion to Power China to Leading EV Battery Producer Status?
China hopes to become the “Detroit of Battery Powered EVs” supported by the new favorable government policies for foreign players. The rising...
418 Views
Autonomous Driving- NVIDIA Perfectly Poised For Success
Nvidia's automotive business has risen like a veritable phoenix from the ashes of what was supposed to be the company's next big thing five years...
334 Views
April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
254 Views
Quiddity Leaderboard ES50 Sep26: US$900mn One-Way in Jun26; Nokia + Engie ADD in Sep26
We roughly see US$900mn one way flows based on the capping of ASML June 2026. Nokia and Engie lead the rankings to become ADDs in September 2026.
139 Views