AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Thematic (Sector/Industry)

<ul>
<li>Enterprises are slashing AI bills by up to 17x through "model routing," i.e. using cheap open models for routine execution while reserving expensive frontier models strictly for high-stakes workflows.</li>
<li>Plunging token prices are clashing with surging infrastructure costs; OpenAI is bleeding cash subsidising free users, while Anthropic’s projected profitability relies heavily on temporary and discounted compute deals.</li>
<li>The survival of frontier labs depends on ditching opaque token metering. Enterprises demand fixed-cost, embedded workflows over open-ended compute bills that spike unpredictably based on hidden context lengths.</li>
</ul>


Enterprises are slashing AI bills by up to 17x through "model routing," i.e. using cheap open models for routine execution while reserving expensive frontier models strictly for high-stakes workflows.
Plunging token prices are clashing with surging infrastructure costs; OpenAI is bleeding cash subsidising free users, while Anthropic’s projected profitability relies heavily on temporary and discounted compute deals.
The survival of frontier labs depends on ditching opaque token metering. Enterprises demand fixed-cost, embedded workflows over open-ended compute bills that spike unpredictably based on hidden context lengths.


The Great AI Arbitrage: Plunging Token Prices Meet Surging Capex

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A this week: Anthropic launched Opus 5, Moonshot moved toward pre-IPO funding, and Alibaba shipped Qwen3.8.</li>
<li>China coverage grouped Qwen3.8, Kimi funding, Zhipu compute and SenseTime capacity, with policy items separated into MOFCOM and MIIT updates.</li>
<li>Infrastructure and funding updates covered AMD, Nvidia, TSMC, Atoms, Mistral, Etched, 01.AI, PsiBot and GigaAI.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A this week: Anthropic launched Opus 5, Moonshot moved toward pre-IPO funding, and Alibaba shipped Qwen3.8.
China coverage grouped Qwen3.8, Kimi funding, Zhipu compute and SenseTime capacity, with policy items separated into MOFCOM and MIIT updates.
Infrastructure and funding updates covered AMD, Nvidia, TSMC, Atoms, Mistral, Etched, 01.AI, PsiBot and GigaAI.


This Week in AI (Jul 19-25): Opus 5 and Qwen 3.8 Launches; Kimi Targets a Pre-IPO After K3 Release

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>We tracked AI models, infrastructure and M&amp;A this week, led by Kimi K3, Grok 4.5 and new financing plans from DeepSeek.</li>
<li>China approved Apple Intelligence, while Zhipu expanded sales and Tencent released smaller Hunyuan Hy3 variants.</li>
<li>Anthropic prepared for an IPO, TSMC raised capital spending, and Databricks, Helsing and Fireworks AI announced new funding.</li>
</ul>


We tracked AI models, infrastructure and M&amp;A this week, led by Kimi K3, Grok 4.5 and new financing plans from DeepSeek.
China approved Apple Intelligence, while Zhipu expanded sales and Tencent released smaller Hunyuan Hy3 variants.
Anthropic prepared for an IPO, TSMC raised capital spending, and Databricks, Helsing and Fireworks AI announced new funding.


This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; Zhipu Hits $1bn ARR as Anthropic Readies IPO

Market Intelligence, ORTEX

ORTEX Market Intel

Market Intelligence

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Cross Asset Strategy

<ul><li>Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold.</li><li>Broad ETF hedges unwound sharply — IJH and CIBR each posted double-digit short interest drops.</li><li>Borrow markets tightened in pockets, with MSFT seeing its sharpest SI spike in months.</li></ul>

Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold.Broad ETF hedges unwound sharply — IJH and CIBR each posted double-digit short interest drops.Borrow markets tightened in pockets, with MSFT seeing its sharpest SI spike in months.

Weekly Digest: Short Sellers Reload Into Cyber, Flee ETF Hedges

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>Global data center capacity to nearly double from 103 GW (2025) to 200 GW by 2030 per JLL. Capital expenditure to reach upto US$1.7 trillion by 2030.</li>
<li>Hyperscalers Microsoft, Amazon, Meta and Alphabet set to spend over US$700 billion on data centers in 2026.</li>
<li>Power is the binding constraint. Electricity demand nearly doubles to 1,587 TWh by 2030 (as per S&amp;P 451), with grid delays and rising local rates emerging as key risks.</li>
</ul>


Global data center capacity to nearly double from 103 GW (2025) to 200 GW by 2030 per JLL. Capital expenditure to reach upto US$1.7 trillion by 2030.
Hyperscalers Microsoft, Amazon, Meta and Alphabet set to spend over US$700 billion on data centers in 2026.
Power is the binding constraint. Electricity demand nearly doubles to 1,587 TWh by 2030 (as per S&amp;P 451), with grid delays and rising local rates emerging as key risks.


Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

The Great AI Arbitrage: Plunging Token Prices Meet Surging Capex

Token prices are plunging, AI capex is surging, and enterprises are exploiting the gap. Discover why model routing is squeezing OpenAI and...

Mint Finance

This Week in AI (Jul 19-25): Opus 5 and Qwen 3.8 Launches; Kimi Targets a Pre-IPO After K3 Release

This week in AI: Opus 5 neared Fable 5 at half the price, Kimi targeted a USD 50bn pre-IPO round, Qwen3.8 launched, and China weighed AI controls.

Ke Yan, CFA, FRM

This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; Zhipu Hits $1bn ARR as Anthropic Readies IPO

This week in AI: Kimi K3 and Grok 4.5 launch; DeepSeek seeks $1.5bn; Zhipu reaches $1bn ARR as Anthropic prepares for an IPO.

Ke Yan, CFA, FRM

Weekly Digest: Short Sellers Reload Into Cyber, Flee ETF Hedges

Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold. Broad...

ORTEX Market Intel

Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore

Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...

GSBR Research

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The Great AI Arbitrage: Plunging Token Prices Meet Surging Capex

Token prices are plunging, AI capex is surging, and enterprises are exploiting the gap. Discover why model routing is squeezing OpenAI and...

Mint Finance

This Week in AI (Jul 19-25): Opus 5 and Qwen 3.8 Launches; Kimi Targets a Pre-IPO After K3 Release

This week in AI: Opus 5 neared Fable 5 at half the price, Kimi targeted a USD 50bn pre-IPO round, Qwen3.8 launched, and China weighed AI controls.

Ke Yan, CFA, FRM

This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; Zhipu Hits $1bn ARR as Anthropic Readies IPO

This week in AI: Kimi K3 and Grok 4.5 launch; DeepSeek seeks $1.5bn; Zhipu reaches $1bn ARR as Anthropic prepares for an IPO.

Ke Yan, CFA, FRM

Weekly Digest: Short Sellers Reload Into Cyber, Flee ETF Hedges

Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold. Broad...

ORTEX Market Intel

Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore

​Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...

GSBR Research

Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...