ANTHROPIC & OPENAI - ARR: Every Bubble Has a Gimmick
Anthropic's and OpenAI's annualized revenue run rates (ARRs) are being portrayed as a viable metric for investors as their IPOs approach, although...
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Asian Equities: Ferocious Foreign Selling in September and Early October; Only Taiwan Seems Immune
FIIs sold Asia heavily in September & early October - especially KR, India, ID & TH. TW was sold marginally in September & bought in October. FIIs'...
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This Week in AI (Oct 4-10): Haiku 5.5's Throat-Cutting Prices; OpenAI Revenue Trails Expectation
This week in AI: Anthropic cut prices by up to 90% with Claude Haiku 5.5, OpenAI's annualized revenue reached about USD 50bn, and Moonshot closed...
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TSMC (2330 TT) Tactical Outlook After 6% Foundry Wafer Price Increase Announcement
TSMC (2330 TT)'s rally has reached a possible inflection point. Our model flags a reversal risk: 1-2 week dip, tactical opportunity to buy at...
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Taiwan Dual-Listings Monitor: TSMC Premium Still Near Two-Year Lows; ChipMOS Premium Tops Its Band
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
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