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.

Equity Bottom-Up

<ul><li>NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement.</li><li>The company delivered record-breaking financial performance with a revenue of $35.1 billion, a substantial increase of 94% year-on-year and 17% sequentially.</li><li>Key drivers included the adoption of NVIDIA's accelerated computing and AI technologies across various market platforms.</li></ul>

NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement.The company delivered record-breaking financial performance with a revenue of $35.1 billion, a substantial increase of 94% year-on-year and 17% sequentially.Key drivers included the adoption of NVIDIA's accelerated computing and AI technologies across various market platforms.

NVIDIA's Project Digits: Can It Truly Revolutionize Personal Computing?

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

<ul>
<li>Project Digits is a supercomputer on everybody's desk for $3000. Seems crazy but feels like 1977 Ken Olson moment "no reason anyone would want a computer in their home"</li>
<li>Lack of data center revenue growth predictions likely spooked investors and triggered a ~10% pullback. Just buy the dip, you know you want to...</li>
<li>Micron and MediaTek both jumped on news of their further involvement in NVIDIA's AI acceleration hardware supply chain. </li>
</ul>


Project Digits is a supercomputer on everybody's desk for $3000. Seems crazy but feels like 1977 Ken Olson moment "no reason anyone would want a computer in their home"
Lack of data center revenue growth predictions likely spooked investors and triggered a ~10% pullback. Just buy the dip, you know you want to...
Micron and MediaTek both jumped on news of their further involvement in NVIDIA's AI acceleration hardware supply chain. 


NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!

Taiwan Tech Focused Senior Analyst

Patrick Liao

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a> CEO Mr. Jensen Huang announced plans to establish an offshore headquarters in Taipei during his visit this June.</li>
<li>From a geopolitical perspective, Taiwan is one of the focal points where the U.S. and China could potentially be in conflict. </li>
<li>Focusing on AI, <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a> is currently attracting significant attention, but the decision to establish an offshore headquarters in Taipei is raising curiosity.</li>
</ul>



NVIDIA Corp (NVDA US) CEO Mr. Jensen Huang announced plans to establish an offshore headquarters in Taipei during his visit this June.
From a geopolitical perspective, Taiwan is one of the focal points where the U.S. and China could potentially be in conflict. 
Focusing on AI, NVIDIA Corp (NVDA US) is currently attracting significant attention, but the decision to establish an offshore headquarters in Taipei is raising curiosity.


Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Nvidia Corp. on Tuesday asserted its commitment to fair competition, after China’s market regulators opened an antitrust investigation into the U.S. chip giant over suspected violations linked to a 2020 deal.</li><li>The probe, announced on Monday by the State Administration for Market Regulation (SAMR), concerns Nvidia’s compliance with the country’s Anti-Monopoly Law and conditions tied to its $6.9 billion acquisition of Israeli network-equipment maker Mellanox Technologies Ltd.</li><li>The deal — the largest acquisition Nvidia has ever made — faced intense scrutiny from Chinese regulators, who conditionally approved it after nearly a year-long process.</li></ul>

Nvidia Corp. on Tuesday asserted its commitment to fair competition, after China’s market regulators opened an antitrust investigation into the U.S. chip giant over suspected violations linked to a 2020 deal.The probe, announced on Monday by the State Administration for Market Regulation (SAMR), concerns Nvidia’s compliance with the country’s Anti-Monopoly Law and conditions tied to its $6.9 billion acquisition of Israeli network-equipment maker Mellanox Technologies Ltd.The deal — the largest acquisition Nvidia has ever made — faced intense scrutiny from Chinese regulators, who conditionally approved it after nearly a year-long process.

Nvidia Asserts Commitment to Fair Competition Amid China Antitrust Probe 

<ul><li>NVIDIA Corporation, the global AI and semiconductor powerhouse, has found itself in the crosshairs of China’s antitrust regulators.</li><li>Amid an escalating tech war between the U.S. and China, Beijing’s State Administration for Market Regulation has launched an investigation into NVIDIA's compliance with antimonopoly laws concerning its $6.9 billion acquisition of Mellanox Technologies in 2020.</li><li>This probe comes on the heels of the U.S. imposing stricter export controls on advanced semiconductor technologies, further intensifying the global tech rivalry.</li></ul>

NVIDIA Corporation, the global AI and semiconductor powerhouse, has found itself in the crosshairs of China’s antitrust regulators.Amid an escalating tech war between the U.S. and China, Beijing’s State Administration for Market Regulation has launched an investigation into NVIDIA's compliance with antimonopoly laws concerning its $6.9 billion acquisition of Mellanox Technologies in 2020.This probe comes on the heels of the U.S. imposing stricter export controls on advanced semiconductor technologies, further intensifying the global tech rivalry.

NVIDIA Faces Mounting Challenges Amid China Probe and Tech War Escalation!

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

NVIDIA's Project Digits: Can It Truly Revolutionize Personal Computing?

NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement. The company...

Baptista Research

NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!

Project Digits aims to put a supercomputer on everybody's desk for $3000. Seems crazy but feels like a 1977 Ken Olson moment "no reason anyone...

William Keating

Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.

NVIDIA CEO plans to establish offshore headquarters in Taipei, raising geopolitical and AI industry interest. Taiwan is a focal point where the...

Patrick Liao

Nvidia Asserts Commitment to Fair Competition Amid China Antitrust Probe

Nvidia Corp. on Tuesday asserted its commitment to fair competition, after China’s market regulators opened an antitrust investigation into the...

Caixin Global

NVIDIA Faces Mounting Challenges Amid China Probe and Tech War Escalation!

NVIDIA Corporation, the global AI and semiconductor powerhouse, has found itself in the crosshairs of China’s antitrust regulators. Amid an...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

NVIDIA's Project Digits: Can It Truly Revolutionize Personal Computing?

NVIDIA Corporation's recent quarterly earnings report highlighted a period of significant growth and technological advancement. The company...

Baptista Research

NVIDIA @ CES 2025. Forget The AIPC, We've Got A Supercomputer PC!

Project Digits aims to put a supercomputer on everybody's desk for $3000. Seems crazy but feels like a 1977 Ken Olson moment "no reason anyone...

William Keating

Nvidia (NVDA.US): To Establish Offshore Headquarter in Taiwan.

​NVIDIA CEO plans to establish offshore headquarters in Taipei, raising geopolitical and AI industry interest. Taiwan is a focal point where the...

Patrick Liao

Nvidia Asserts Commitment to Fair Competition Amid China Antitrust Probe

Nvidia Corp. on Tuesday asserted its commitment to fair competition, after China’s market regulators opened an antitrust investigation into the...

Caixin Global

NVIDIA Faces Mounting Challenges Amid China Probe and Tech War Escalation!

NVIDIA Corporation, the global AI and semiconductor powerhouse, has found itself in the crosshairs of China’s antitrust regulators. Amid an...

Baptista Research

NVIDIA CEO plans to establish offshore headquarters in Taipei, raising geopolitical and AI industry interest. Taiwan is a focal point where the...