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>Rumors That Mediatek's Upcoming Chips Could Outperform Apple's Chips Used in the iPhone 17</li>
<li>Samsung Beats TSMC to Win Key Nintendo Switch 2 Contract</li>
<li>PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches </li>
</ul>


Rumors That Mediatek's Upcoming Chips Could Outperform Apple's Chips Used in the iPhone 17
Samsung Beats TSMC to Win Key Nintendo Switch 2 Contract
PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches 


Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC, Wins Nintendo

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

Adani Ports & Special Economic Zone / Credit

<ul>
<li>US treasuries climbed yesterday, on the back of a strong auction of 7Y notes and amid a soft GDP data release.</li>
<li>The yield on the 2Y UST fell 5 bps to 3.94%, while that on the 10Y UST declined 6 bps to 4.42%.</li>
<li>Equities climbed on the back of solid results from Nvidia Corp, albeit the extent of gains was pared later in the day on slowing economic data and legal uncertainties over tariffs.</li>
</ul>


US treasuries climbed yesterday, on the back of a strong auction of 7Y notes and amid a soft GDP data release.
The yield on the 2Y UST fell 5 bps to 3.94%, while that on the 10Y UST declined 6 bps to 4.42%.
Equities climbed on the back of solid results from Nvidia Corp, albeit the extent of gains was pared later in the day on slowing economic data and legal uncertainties over tariffs.


<ul>
<li>
HP Results Show Commercial PC Growth is Resilient, AI PC Penetration Expanding</li>
<li>
Key Industry Outlook Perspective -- HP's ZGX AI Station with NVIDIA Chips Marks the True Arrival of AI PCs... Locally Run LLMs Signal a Step-Change for PC Capabilities</li>
<li>
Remain Structurally Long PC Makers on AI PC Upgrade Cycle -- Emergence of New NVIDIA Blackwell-Powered Workstations Clarifying the Path for AI PCs to Deliver Step-Change Improvements in Value</li>
</ul>



HP Results Show Commercial PC Growth is Resilient, AI PC Penetration Expanding

Key Industry Outlook Perspective -- HP's ZGX AI Station with NVIDIA Chips Marks the True Arrival of AI PCs... Locally Run LLMs Signal a Step-Change for PC Capabilities

Remain Structurally Long PC Makers on AI PC Upgrade Cycle -- Emergence of New NVIDIA Blackwell-Powered Workstations Clarifying the Path for AI PCs to Deliver Step-Change Improvements in Value


PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Cross Asset Strategy

<ul>
<li>Technical analysis can help you keep your zen as it cuts through the noise by providing a set of rules on when to buy, sell, or just sit tight.</li>
<li>There are many technical indicators, but using both the simple moving average and the moving average convergence divergence can tell you most of what you need to know</li>
<li>Here’s how the two indicators work, what makes them so effective when using them together, and a look at a few major stock ETFs,  gold, bitcoin, and the Mag 7.</li>
</ul>


Technical analysis can help you keep your zen as it cuts through the noise by providing a set of rules on when to buy, sell, or just sit tight.
There are many technical indicators, but using both the simple moving average and the moving average convergence divergence can tell you most of what you need to know
Here’s how the two indicators work, what makes them so effective when using them together, and a look at a few major stock ETFs,  gold, bitcoin, and the Mag 7.


Two Technical Indicators, And The Top Trades They’re Pointing To Now

<ul>
<li>Google’s Pixel Chips to Go All-In on TSMC After Using Samsung Foundry Previously</li>
<li>TSMC (2330.TT; TSM.US): TSMC Provides Updates at 2025 Technology Symposium in Hsinchu Today. </li>
<li>GlobalWafers (6488.TT): Shareholders’ Meeting Held; US Tariff Effects Pending; SiC Chances Ahead. </li>
</ul>


Google’s Pixel Chips to Go All-In on TSMC After Using Samsung Foundry Previously
TSMC (2330.TT; TSM.US): TSMC Provides Updates at 2025 Technology Symposium in Hsinchu Today. 
GlobalWafers (6488.TT): Shareholders’ Meeting Held; US Tariff Effects Pending; SiC Chances Ahead. 


Taiwan Tech Weekly: Google's Pixel Going All-In on TSMC; TSMC 2025 Symposium Key Take-Aways

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)

Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC, Wins Nintendo

Mediatek rumored to outperform Apple's chips, Samsung wins Nintendo Switch 2 contract, commercial PC demand resilient with AI momentum.

Vincent Fernando, CFA

Lucror Analytics - Morning Views Asia

Equities climbed on the back of solid results from Nvidia Corp, albeit the extent of gains was pared later in the day on slowing economic data and...

Lucror Analytics

PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches

HP's commercial PC growth remains strong, with AI PC penetration expanding through NVIDIA chips like the ZGX AI Station, signaling a step-change...

Vincent Fernando, CFA

Two Technical Indicators, And The Top Trades They’re Pointing To Now

Technical analysis can help you keep your zen when markets are volatile and unpredictable. Here's an update on the main ETFs, bitcoin, gold, and...

Finimize Research

Taiwan Tech Weekly: Google's Pixel Going All-In on TSMC; TSMC 2025 Symposium Key Take-Aways

Google is switching to TSMC for its Pixel chips, TSMC provides updates at technology symposium, GlobalWafers shareholders meeting held with US...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Taiwan Tech Weekly: Mediatek's New Chip Could Outperform Apple's; Samsung Beats TSMC, Wins Nintendo

​Mediatek rumored to outperform Apple's chips, Samsung wins Nintendo Switch 2 contract, commercial PC demand resilient with AI momentum.

Vincent Fernando, CFA

Lucror Analytics - Morning Views Asia

Equities climbed on the back of solid results from Nvidia Corp, albeit the extent of gains was pared later in the day on slowing economic data and...

Lucror Analytics

PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches

​HP's commercial PC growth remains strong, with AI PC penetration expanding through NVIDIA chips like the ZGX AI Station, signaling a step-change...

Vincent Fernando, CFA

Two Technical Indicators, And The Top Trades They’re Pointing To Now

Technical analysis can help you keep your zen when markets are volatile and unpredictable. Here's an update on the main ETFs, bitcoin, gold, and...

Finimize Research

Taiwan Tech Weekly: Google's Pixel Going All-In on TSMC; TSMC 2025 Symposium Key Take-Aways

​Google is switching to TSMC for its Pixel chips, TSMC provides updates at technology symposium, GlobalWafers shareholders meeting held with US...

Vincent Fernando, CFA

Mediatek rumored to outperform Apple's chips, Samsung wins Nintendo Switch 2 contract, commercial PC demand resilient with AI momentum.

HP's commercial PC growth remains strong, with AI PC penetration expanding through NVIDIA chips like the ZGX AI Station, signaling a step-change...

Google is switching to TSMC for its Pixel chips, TSMC provides updates at technology symposium, GlobalWafers shareholders meeting held with US...