Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

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  <li>
<a href="https://smartkarma.com/entities/nvidia-corporation-shs-unsponsored-brazilian-depository-receipt-repr-0-02083-sh">NVIDIA</a> is the undisputed market leader in accelerated computing, with its GPUs forming the backbone of the artificial intelligence revolution, driving exponential growth in its Data Center segment.</li>
  <li>The company's proprietary CUDA software platform creates a powerful competitive moat, fostering a vast ecosystem of developers and creating high switching costs for customers.</li>
  <li>While fundamentals are exceptionally strong, the company faces risks from a lofty valuation, increasing competition from semiconductor peers and in-house solutions from hyperscale customers, and significant geopolitical tensions.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
NVIDIA is the undisputed market leader in accelerated computing, with its GPUs forming the backbone of the artificial intelligence revolution, driving exponential growth in its Data Center segment.
  The company's proprietary CUDA software platform creates a powerful competitive moat, fostering a vast ecosystem of developers and creating high switching costs for customers.
  While fundamentals are exceptionally strong, the company faces risks from a lofty valuation, increasing competition from semiconductor peers and in-house solutions from hyperscale customers, and significant geopolitical tensions.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Research from Quam Securities, Quam Securities

Quam Securities Research

Research from Quam Securities

Quam Securities

Since its inception in 1986, Quam Securities Limited (Quam Securities) has grown to become one of the few mid-tier securities brokerages in Hong Kong with global execution capabilities for both private and institutional clients. It boasts a well-established network in Greater China including Taiwan and in major world markets through the Global Alliance Partners (GAP). Quam Securities is well-positioned not only to harness and drive business within the China Tonghai International Financial Limited but also between China and the world markets.

Cross Asset Strategy

<ul><li>The HSI opened up 44 pts and once sharpened its gains to more than 250 pts before closing at 24,642, up 132 pts or 0.54%, rebounding from three consecutive losses from last week as finance, technology and energy minerals provided support.</li><li>SSEC/SZSE/GEI moved by -1.67%/-3.44%/-4.53%, as investors weighed the lack of breakthroughs at the Trump-Xi summit after returning from the holiday break.</li><li>Sentiment was further pressured by a sharp selloff in technology sector after reports that Chinese authorities may permit purchases of Nvidia's new AI chips, alongside proposed US sanctions targeting foreign optical component manufacturers.</li></ul>

The HSI opened up 44 pts and once sharpened its gains to more than 250 pts before closing at 24,642, up 132 pts or 0.54%, rebounding from three consecutive losses from last week as finance, technology and energy minerals provided support.SSEC/SZSE/GEI moved by -1.67%/-3.44%/-4.53%, as investors weighed the lack of breakthroughs at the Trump-Xi summit after returning from the holiday break.Sentiment was further pressured by a sharp selloff in technology sector after reports that Chinese authorities may permit purchases of Nvidia's new AI chips, alongside proposed US sanctions targeting foreign optical component manufacturers.

Adventurous Investing For Grown Ups, The Adventurous Investor

Adventurous Investor

Adventurous Investing For Grown Ups

The Adventurous Investor

Introducing private investors to adventurous investment ideas. What does this mean in practice? I’d identify several core themes: Exchange-traded funds (ETFs) both in the US and the UK. I’ll look both at the theory underlying these very popular funds as well as the constant stream of new launches. I’ll also feature some model portfolios, with a simple mix of ETFs to suit all tastes. Alternative investment ideas. This is a deliberately wide brief but takes in everything from real asset-backed funds (property and infrastructure for instance) through to music and art…and most things in between. I’ll also journey on adventures overseas and look at alternative emerging and frontier countries and markets that should feature in your portfolio. From Russia to Africa and plenty of exciting places in between. For a UK audience I will also continue to regularly analyze and comment on the listed closed-end fund segment and investment trusts. Last but by no means least I’ll try and make sense of the big macro stories that impact investors. I’ll also weave into this my own slightly idiosyncratic views which I’m afraid mark me out as a liberal/ social-democratic inclined centrist Dad (which is I fear sometimes seen as a tag of shame in these radicalized days).

<ul><li>Macro-wise, next week is crucial for labour market data, culminating in August’s US employment report (Fri), along with ISM’s manufacturing and services PMIs, revised Q2 productivity, and the Fed’s Beige Book.</li><li>The Bank of Canada meets Wednesday and is expected to hold. Palo Alto Networks, Broadcom, and Snowflake report earnings this week, following the strong reception given to Nvidia, Salesforce, and CrowdStrike last week.</li><li>The ISM surveys (manufacturing Tuesday, services Thursday) will also be closely watched as real-time indicators of whether the US economy is cooling in line with the softer labour data. </li></ul>

Macro-wise, next week is crucial for labour market data, culminating in August’s US employment report (Fri), along with ISM’s manufacturing and services PMIs, revised Q2 productivity, and the Fed’s Beige Book.The Bank of Canada meets Wednesday and is expected to hold. Palo Alto Networks, Broadcom, and Snowflake report earnings this week, following the strong reception given to Nvidia, Salesforce, and CrowdStrike last week.The ISM surveys (manufacturing Tuesday, services Thursday) will also be closely watched as real-time indicators of whether the US economy is cooling in line with the softer labour data. 

Weekly letter: Warsh reassures bond investors and hurts gold prices, Nvidia’s impressive numbers...

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.

Technical Analysis

Hana Microelectronics / Technical Analysis

<ul><li>Despite support from NVIDIA's strong earnings and lower oil prices, the SET Index maintained its familiar trading pattern—rallying in early trade before retreating.</li><li>We therefore continue to recommend buying on weakness, as we expect downside risk to remain limited.</li><li>With the index trading near the BB Bottom, it still has room to rebound.</li></ul>

Despite support from NVIDIA's strong earnings and lower oil prices, the SET Index maintained its familiar trading pattern—rallying in early trade before retreating.We therefore continue to recommend buying on weakness, as we expect downside risk to remain limited.With the index trading near the BB Bottom, it still has room to rebound.

Krungthai XSpring Technical Eng. August 28, 2026

<ul><li>The SET Index regained the 1,600-point level, supported by a recovery across Asian markets following lower oil prices, renewed buying in technology stocks, and positive sentiment from the Thailand Focus investment event.</li><li>Although the index remained volatile, its swift recovery above 1,600 points reinforced this level as a key support zone for a technical rebound.</li><li>Nevertheless, we recommend buying on weakness, as the index remains prone to sharp intraday swings and DELTA continues to be a key driver of overall market direction.</li></ul>

The SET Index regained the 1,600-point level, supported by a recovery across Asian markets following lower oil prices, renewed buying in technology stocks, and positive sentiment from the Thailand Focus investment event.Although the index remained volatile, its swift recovery above 1,600 points reinforced this level as a key support zone for a technical rebound.Nevertheless, we recommend buying on weakness, as the index remains prone to sharp intraday swings and DELTA continues to be a key driver of overall market direction.

Krungthai XSpring Technical Eng. August 27, 2026

United States

NVIDIA Corporation is an American multinational technology company that designs and manufactures graphics processing units (GPUs), system-on-a-chip units (SoCs), and related software. Their products are widely used in gaming, professional visualization, data centers, artificial intelligence, and autonomous vehicles. NVIDIA was founded in 1993 and is headquartered in Santa Clara, California, United States.

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NVIDIA (NVDC34 BR)

Primer: NVIDIA (NVDC34 BR) - Aug 2026

NVIDIA is the undisputed market leader in accelerated computing, with its GPUs forming the backbone of the artificial intelligence revolution,...

αSK Primers

Quam Morning Note (29 Sep)

The HSI opened up 44 pts and once sharpened its gains to more than 250 pts before closing at 24,642, up 132 pts or 0.54%, rebounding from three...

Quam Securities

Weekly letter: Warsh reassures bond investors and hurts gold prices, Nvidia’s impressive numbers...

The ISM surveys (manufacturing Tuesday, services Thursday) will also be closely watched as real-time indicators of whether the US economy is...

Adventurous Investor

Krungthai XSpring Technical Eng. August 28, 2026

Despite support from NVIDIA's strong earnings and lower oil prices, the SET Index maintained its familiar trading pattern—rallying in early trade...

Krungthai XSpring

Krungthai XSpring Technical Eng. August 27, 2026

The SET Index regained the 1,600-point level, supported by a recovery across Asian markets following lower oil prices, renewed buying in...

Krungthai XSpring

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