Semiconductor Foundry Handbook 2026 — One Monopoly, Two Disconnected Valuations
Five foundries, one true monopoly, two stocks priced for a fantasy. The EV/EBITDA-vs-ROIC framework that tells you which is which — before Q2...
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BUY/SELL/HOLD: Hong Kong Market Update (6/22/26)
The HK market continued its downtrend over the last month. The technology, materials, consumer, and healthcare sectors have declined in 2026, with...
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CHINA Vs U.S. TECH IPOs: WHY CHINA IS OUTPERFORMING (June 2026)
Chinese technology IPOs continue to outperform US tech sector IPOs in 2026. China has instituted supportive policies to help its tech companies...
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BUY/SELL/HOLD: Hong Kong Market Update (5/27/26)
The Hong Kong market continues to trade sideways, with pockets of AI-themed stocks surging. IPO activity remains robust in the technology sector.
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This Week in AI (May 10-16): Chinese LLM Takes Coding SOTA; Anthropic Overtakes OpenAI in Enterprise
This week in AI: Zhipu GLM-5.1 takes open-source coding crown; Ramp shows Anthropic past OpenAI in US enterprise; H200 cleared for China but no...
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