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Quanta Computer (2382 TT)
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277
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Information Technology
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Taiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bullish
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NVIDIA Corp
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20 Nov 2024 23:45
Nvidia: Maybe a Few Short-Term Concerns but Blackwell Looks like a Step Function Upwards
Nvidia beats 3Q25 guidance. 4Q25: Blackwell revenue several billions. Blackwell is the product driving revenues up by a step function higher. The...
Nicolas Baratte
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381 Views
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bearish
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NVIDIA Corp
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22 Feb 2024 01:19
From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
Andrew Lu
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1.8k Views
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bearish
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Thematic (Sector/Industry)
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02 Dec 2023 13:29
What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
Andrew Lu
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1.4k Views
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bearish
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Lenovo
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11 Oct 2024 10:53
3Q24 PC Shipments Are Flat YoY. Lenovo, Acer, Asus. Compal, Quanta, Wistron.
3Q24 PC shipments are flat YoY. The great recovery or AI replacement cycle aren’t happening (for now). IDC reported 3Q24 PC shipments declining -2%...
Nicolas Baratte
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543 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Aug 2024 17:21
Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
Vincent Fernando, CFA
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476 Views
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