AI and Energy Infrastructure, Explained Plainly, The Physical Layer

The Physical Layer

AI and Energy Infrastructure, Explained Plainly

A journal on the physical constraints behind the AI buildout: power, grid connection, data centres, cooling and the supply chains that gate them. Written to be understood by anyone.

Equity Bottom-Up

<ul><li>Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors.</li><li>It also designs the custom AI chips that Google, Meta, OpenAI and others are building to rely less on Nvidia.</li><li>So whichever way the biggest buyers turn, the work runs through Broadcom, and the risk sits with a handful of very powerful customers.</li></ul>

Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors.It also designs the custom AI chips that Google, Meta, OpenAI and others are building to rely less on Nvidia.So whichever way the biggest buyers turn, the work runs through Broadcom, and the risk sits with a handful of very powerful customers.

Broadcom is paid whether the cloud giants stay with Nvidia or leave

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Thematic (Sector/Industry)

<ul><li>The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and around the globe.</li><li>We focus on three industry segments: Software &amp; Services, Technology hardware and Semiconductors and equipment.</li><li>We aim to showcase what NZ technology is doing, provide updates on recent news at a company and technology level, present stock performance and show relevant ratios.</li></ul>

The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and around the globe.We focus on three industry segments: Software &amp; Services, Technology hardware and Semiconductors and equipment.We aim to showcase what NZ technology is doing, provide updates on recent news at a company and technology level, present stock performance and show relevant ratios.

Forsyth Barr Technology Digest Edition 4 — Geo-Political Tensions Intensify

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.</li>
<li>Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.</li>
<li>The company is expected to report Q32023 results on Thursday.</li>
</ul>


Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.
Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.
The company is expected to report Q32023 results on Thursday.


Cisco: Quarterly Earnings, Guidance And What To Look For

<ul>
<li>The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.</li>
<li>Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.</li>
<li>Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.</li>
</ul>


The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.
Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.
Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.


Cisco: It's The Opposite Of A Dot-Com Moment

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

<ul>
<li>Splunk is stronger with Q3 earnings and guidance. The company is shadowed by takeover talk.</li>
<li>The company has a strong cloud market make it a buy. The firm is shadowing by takeover talks.</li>
<li>The firm has been in the news for more than two years.</li>
</ul>


Splunk is stronger with Q3 earnings and guidance. The company is shadowed by takeover talk.
The company has a strong cloud market make it a buy. The firm is shadowing by takeover talks.
The firm has been in the news for more than two years.


Splunk Is A Rare Tech Growth Opportunity For 2023

United States

Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. The Company provides products for transporting data, voice, and video within buildings, across campuses, and globally.

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Cisco Systems (CSCO US)

Broadcom is paid whether the cloud giants stay with Nvidia or leave

Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors. It also designs the custom...

The Physical Layer

Forsyth Barr Technology Digest Edition 4 — Geo-Political Tensions Intensify

The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and...

Forsyth Barr

Cisco: Quarterly Earnings, Guidance And What To Look For

Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter. The company is...

Vladimir Dimitrov, CFA

Cisco: It's The Opposite Of A Dot-Com Moment

The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.

Vladimir Dimitrov, CFA

Splunk Is A Rare Tech Growth Opportunity For 2023

High valuations are now hard to attain, and a company needs to see real organic growth to shake off the bearish market sentiment.

Kevin George

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)