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

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>We reiterate our positive view on AI server and AI PC/Phone supply chain, as highlighted in our 2024 sector outlook.</li><li>In particular, we see AI server order /backlog/pipeline from major server ODM/brands (DELL/SMCI/Lenovo/HPE) are gaining strong momentum in CY4Q23, well ahead of our expectations.</li><li>For edge AI (PC/phones), we see more product launches and strong consumer interest of AI smartphones, esp. Samsung Galaxy S24 and new products in MWC (e.g. Honor Magic Pro, Xiaomi 14 Ultra). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We reiterate our positive view on AI server and AI PC/Phone supply chain, as highlighted in our 2024 sector outlook.In particular, we see AI server order /backlog/pipeline from major server ODM/brands (DELL/SMCI/Lenovo/HPE) are gaining strong momentum in CY4Q23, well ahead of our expectations.For edge AI (PC/phones), we see more product launches and strong consumer interest of AI smartphones, esp. Samsung Galaxy S24 and new products in MWC (e.g. Honor Magic Pro, Xiaomi 14 Ultra). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Equity Derivatives

China Northern Rare Earth (Group) High-Tech / Equity Derivatives

China Northern Rare Earth (Group) High-Tech (CNRE80 TB)

China Northern Rare Earth (Group) High-Tech

<ul>
<li>We recommend selling CNRE80, with a return of +0.7%, and DELL19 at a loss of 6.7%. Meanwhile, we recommend opening a position in ABNB06, a DR linked to shares of a leading global accommodation-booking platform.</li>
<li>Our KTX Tactical DR Portfolio recorded an average return of -0.69%, weighed down by declines in US technology stocks amid concerns over sanctions against Iran and their potential extension to the country's trading partners, particularly China.</li>
<li>According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.</li>
</ul>


We recommend selling CNRE80, with a return of +0.7%, and DELL19 at a loss of 6.7%. Meanwhile, we recommend opening a position in ABNB06, a DR linked to shares of a leading global accommodation-booking platform.
Our KTX Tactical DR Portfolio recorded an average return of -0.69%, weighed down by declines in US technology stocks amid concerns over sanctions against Iran and their potential extension to the country's trading partners, particularly China.
According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.


KTX Tactical DR Picks - August 25, 2026 (Eng.)

Equity Bottom-Up

<ul><li>We recommend opening a position in DUOL06, a DR linked to an online language-learning platform, following a strong recovery in daily active users, which grew more than 27% YoY in August.</li><li>Our KTX Tactical DR Port's average return was broadly flat (+0.01%).</li><li>Although technology names such as AMD80, DELL19, and LENOVO13 faced selling pressure, gains in healthcare and consumption-related stocks helped offset the weakness.</li></ul>

We recommend opening a position in DUOL06, a DR linked to an online language-learning platform, following a strong recovery in daily active users, which grew more than 27% YoY in August.Our KTX Tactical DR Port's average return was broadly flat (+0.01%).Although technology names such as AMD80, DELL19, and LENOVO13 faced selling pressure, gains in healthcare and consumption-related stocks helped offset the weakness.

KTX Tactical DR Picks - August 21, 2026 (Eng.)

Advanced Micro Devices / Equity Bottom-Up

<ul><li>We recommend taking profit on PANW80 with a holding-period return of +14.4% and selling AMD80 with a holding-period return of -3.4%. We recommend adding DELL19 and NETO3 to the portfolio as replacements.</li><li>Our KTX Tactical DR Portfolio's average return rose 0.51% despite renewed tensions between the US and Iran.</li><li>According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.</li></ul>

We recommend taking profit on PANW80 with a holding-period return of +14.4% and selling AMD80 with a holding-period return of -3.4%. We recommend adding DELL19 and NETO3 to the portfolio as replacements.Our KTX Tactical DR Portfolio's average return rose 0.51% despite renewed tensions between the US and Iran.According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.

KTX Tactical DR Picks - August 11, 2026 (Eng.)

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

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

Technology - AI Server and AI PC...

In particular, we see AI server order /backlog/pipeline from major server ODM/brands (DELL/SMCI/Lenovo/HPE) are gaining strong momentum in CY4Q23

CMB International

KTX Tactical DR Picks - August 25, 2026 (Eng.)

We recommend selling CNRE80, with a return of +0.7%, and DELL19 at a loss of 6.7%. Meanwhile, we recommend opening a position in ABNB06, a DR...

Krungthai XSpring

KTX Tactical DR Picks - August 21, 2026 (Eng.)

We recommend opening a position in DUOL06, a DR linked to an online language-learning platform, following a strong recovery in daily active users,...

Krungthai XSpring

KTX Tactical DR Picks - August 11, 2026 (Eng.)

We recommend taking profit on PANW80 with a holding-period return of +14.4% and selling AMD80 with a holding-period return of -3.4%. We recommend...

Krungthai XSpring

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)