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>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

Japan Specialist

Mark Chadwick

<ul>
<li>The Nikkei was down -0.8% last week (-4% YTD) while the yen weakened 1.9% to 140/$</li>
<li>The yen declined to its lowest level against the US dollar since 1998 on strength in the US jobs market</li>
<li>Japan revised guidelines for overseas tourists in preparation for a further reopening of the border</li>
</ul>


The Nikkei was down -0.8% last week (-4% YTD) while the yen weakened 1.9% to 140/$
The yen declined to its lowest level against the US dollar since 1998 on strength in the US jobs market
Japan revised guidelines for overseas tourists in preparation for a further reopening of the border


Japan Weekly | Tourism Winners and Semicon Losers

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Headline Developments SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit - the first launch with a reused rocket.  The launch of the GPS III SV05 for Space Force (below) will take place using the same Falcon 9 rocket booster that launched GPS III SV04 last November.

Headline Developments SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit - the first launch with a reused rocket.  The launch of the GPS III SV05 for Space Force (below) will take place using the same Falcon 9 rocket booster that launched GPS III SV04 last November.

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

Hewlett Packard Enterprise  / Equity Bottom-Up

<ul>
<li>Hewlett Packard Enterprise (HPE) reported Q2FY26 record revenue of $10.68 billion, up 40% YoY, up 14.8% QoQ and coming in above the high end of the company’s own guided range.</li>
<li>For Q3FY26, HPE estimates revenue to be in the range of $11.5 billion to $12.1 billion &amp; GAAP diluted net EPS to be in the range of $0.84 to $0.89</li>
<li>HPE’s updated FY26 non-GAAP EPS and free-cash-flow guidance are now higher than the FY28 targets it set at its October 2025 Securities Analyst Meeting. Oh my!</li>
</ul>


Hewlett Packard Enterprise (HPE) reported Q2FY26 record revenue of $10.68 billion, up 40% YoY, up 14.8% QoQ and coming in above the high end of the company’s own guided range.
For Q3FY26, HPE estimates revenue to be in the range of $11.5 billion to $12.1 billion &amp; GAAP diluted net EPS to be in the range of $0.84 to $0.89
HPE’s updated FY26 non-GAAP EPS and free-cash-flow guidance are now higher than the FY28 targets it set at its October 2025 Securities Analyst Meeting. Oh my!


HPE Q2 FY26. Two Years Ahead Of Fiscal Plan!

<ul>
<li>Lenovo (0992.HK) reported full-year FY2025/26 revenues of a record US$83.1 billion, up 20% YoY, with net profit attributable to shareholders of US$1.9 billion, up 38%.</li>
<li>Lenovo reported Q4 revenues of US$21.6 billion, +27% YoY, its fastest growth in five years. AI-related revenue hit 38% of group revenue in the quarter and grew 84% YoY.</li>
<li>Lenovo’s Infrastructure Solutions Group turned full-year profitable, delivering record revenue of US$19.2 billion, up 32%, and an operating profit of US$73 million, a roughly US$140 million year-on-year swing</li>
</ul>


Lenovo (0992.HK) reported full-year FY2025/26 revenues of a record US$83.1 billion, up 20% YoY, with net profit attributable to shareholders of US$1.9 billion, up 38%.
Lenovo reported Q4 revenues of US$21.6 billion, +27% YoY, its fastest growth in five years. AI-related revenue hit 38% of group revenue in the quarter and grew 84% YoY.
Lenovo’s Infrastructure Solutions Group turned full-year profitable, delivering record revenue of US$19.2 billion, up 32%, and an operating profit of US$73 million, a roughly US$140 million year-on-year swing


Lenovo’s Q4 FY25/26. Record Quarter, Record Year, ISG Inflection Point

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)

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

Japan Weekly | Tourism Winners and Semicon Losers

The weekly wrap of what is moving the Japanese markets. This week, tourism stocks have bounced as Japan seeks to re-open its borders. Semiconductor...

Mark Chadwick

Weekly Innovation Review (WIRE) #36

Headline Developments: SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit.

Granite Bay Capital

HPE Q2 FY26. Two Years Ahead Of Fiscal Plan!

HPE’s updated FY26 non-GAAP EPS and free-cash-flow guidance are now higher than the FY28 targets it set at its October 2025 Securities Analyst...

William Keating

Lenovo’s Q4 FY25/26. Record Quarter, Record Year, ISG Inflection Point

Lenovo’s ISG division turned full-year profitable, delivering record revenue of US$19.2 billion, up 32%, and an operating profit of US$73 million,...

William Keating

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