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...
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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...
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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...
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Quanta Computer (2382 TT): Synthetic Expert Call Transcript (29 Jul 2026)
Critical Working Capital Mismatch in L11 System Integration: The US$2.2 billion GDR raise is primarily driven by the cash-intensive shift from...
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Aequitas: Quanta Computer GDR - Well Flagged US$2.2bn GDR Offering; Shares Have Traded Down Recently
Quanta Computer (2382.TT) is looking to raise up to US$2.2bn, selling 245m shares (49m GDRs) via a GDR offering. In this note, we run the deal...
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