ENTITY
Quanta Computer

Quanta Computer (2382 TT)

273
Analysis
Information TechnologyTaiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bullishNVIDIA Corp
21 Nov 2024 07:45

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...

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bearishNVIDIA Corp
22 Feb 2024 09:19

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...

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Andrew Lu
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02 Dec 2023 21:29

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...

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Andrew Lu
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16 Jun 2025 07:10

TWSE Foreign Holding Weekly (Jun 13th): TSMC, Mediatek, Asia Vital Components

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Mediatek (2454 TT), Asia Vital...

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16 Jun 2025 07:10

TWSE Short Interest Weekly (Jun 13th): Cathay Financial, Fubon Financial, Wistron, Yang Ming Marine

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Cathay Financial (2882 TT), Fubon Financial...

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