Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>TSMC's Latest 2024E Industry Guidance Provided at Symposium in Taiwan</li>
<li>More Potential Details on Nvidia &amp; Mediatek's AI PC Chip to Compete with Qualcomm &amp; Intel</li>
<li>Samsung's HBM DRAM Chips Face Challenges in Meeting Nvidia's AI Requirements</li>
</ul>


TSMC's Latest 2024E Industry Guidance Provided at Symposium in Taiwan
More Potential Details on Nvidia &amp; Mediatek's AI PC Chip to Compete with Qualcomm &amp; Intel
Samsung's HBM DRAM Chips Face Challenges in Meeting Nvidia's AI Requirements


Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Thematic (Sector/Industry)

<ul><li>AI detectors are not very effective, leading to the solution of grading AI-generated essays as regular essays</li><li>Chat GPT essays are currently at a C level, serving as the baseline for comparison</li><li>The use of AI in industrial applications, specifically robotics, is a growing area of interest for investment and development</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

AI detectors are not very effective, leading to the solution of grading AI-generated essays as regular essaysChat GPT essays are currently at a C level, serving as the baseline for comparisonThe use of AI in industrial applications, specifically robotics, is a growing area of interest for investment and developmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Josh Wolfe: The ChatGPT of Robotics is Coming

<ul>
<li>Just a week after Nvidia's GTC conference, Quanta has reportedly secured large orders for new Nvidia Blackwell-based servers from Google, Amazon AWS, and Meta. </li>
<li>Other firms showcasing Nvidia servers at GTC include Wiwynn, Gigabyte, Pegatron, Asus, Hon Hai (Ingrasys), Wistron, Dell, and Super Micro. There could be a higher probability of new order wins.</li>
<li>Stock Focus: Asustek -- Improving outlook as a play on both AI PCs and AI servers.</li>
</ul>


Just a week after Nvidia's GTC conference, Quanta has reportedly secured large orders for new Nvidia Blackwell-based servers from Google, Amazon AWS, and Meta. 
Other firms showcasing Nvidia servers at GTC include Wiwynn, Gigabyte, Pegatron, Asus, Hon Hai (Ingrasys), Wistron, Dell, and Super Micro. There could be a higher probability of new order wins.
Stock Focus: Asustek -- Improving outlook as a play on both AI PCs and AI servers.


Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>As per the recent earnings, Dell Technologies Inc.</li><li>marked a revenue of $88.4 billion for the Fiscal Year 2024.</li><li>The result reflects a decrease from the company's previous year's revenue growth; however, Dell's operating income was $7.7 billion, and its Earnings Per Share was $7.13, reflecting disciplined financial management.</li></ul>

As per the recent earnings, Dell Technologies Inc.marked a revenue of $88.4 billion for the Fiscal Year 2024.The result reflects a decrease from the company's previous year's revenue growth; however, Dell's operating income was $7.7 billion, and its Earnings Per Share was $7.13, reflecting disciplined financial management.

Dell Technologies: How Is The Rising Artificial Intelligence (AI) Demand Impacting Its Performance? - Major Drivers

<ul>
<li>Mediatek Top Performer; Showcasing New AI Capabilities at the Mobile World Congress in Barcelona</li>
<li>Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On; Nanya Left Out?</li>
<li>Novatek (3034.TT): It Has Been Qualified by the IPhone 16 for OLED Driver IC</li>
</ul>


Mediatek Top Performer; Showcasing New AI Capabilities at the Mobile World Congress in Barcelona
Memory Monitor: Competition Is Hotting Up for Key Memory Chips Nvidia Depends On; Nanya Left Out?
Novatek (3034.TT): It Has Been Qualified by the IPhone 16 for OLED Driver IC


Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

United States

Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.

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Dell Technologies (DELL US)

Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead

TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...

Vincent Fernando, CFA

Josh Wolfe: The ChatGPT of Robotics is Coming

AI detectors struggle with grading essays, Chat GPT essays are average, Delve can detect AI generated content, AI has various industrial...

Odd Lots

Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?

Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...

Vincent Fernando, CFA

Dell Technologies: How Is The Rising Artificial Intelligence (AI) Demand Impacting Its Performance? - Major Drivers

As per the recent earnings, Dell Technologies Inc. marked a revenue of $88.4 billion for the Fiscal Year 2024. The result reflects a decrease from...

Baptista Research

Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

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Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead

​TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...

Vincent Fernando, CFA

Josh Wolfe: The ChatGPT of Robotics is Coming

AI detectors struggle with grading essays, Chat GPT essays are average, Delve can detect AI generated content, AI has various industrial...

Odd Lots

Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?

​Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...

Vincent Fernando, CFA

Dell Technologies: How Is The Rising Artificial Intelligence (AI) Demand Impacting Its Performance? - Major Drivers

As per the recent earnings, Dell Technologies Inc. marked a revenue of $88.4 billion for the Fiscal Year 2024. The result reflects a decrease from...

Baptista Research

Taiwan Tech Weekly: Mediatek Surges After Showcasing Breathtaking AI Capabilities; Novatek; Nanya

​Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...

Vincent Fernando, CFA

TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...

Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...

Mediatek top performer as it debuts new AI capabilities at the Mobile World Congress; Competition hotting up for memory chips Nvidia depends on;...