JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
685 Views
Overview #17 – Buckle Up, We’re Not in Kansas Anymore!
A review of recent events/data impacting our investment themes and outlook. We examine some implications of a peaking in the AI narrative-driven...
427 Views
Intel Former Board Members Warn Against Rumoured TSMC Takeover Of Intel Foundry
Four former Intel board members yesterday warned against having TSMC take over Intel Foundry, their second time weighing in on the topic of Intel....
7.3k Views
Tech Supply Chain Tracker (28-Feb-2025): Jan 2025 notebook shipment update
January 2025 notebook shipment update; Dassault Systèmes CEO comments on European automakers, SK Hynix achieves 70% yield in HBM4 testing, China's...
531 Views
Nvidia: Jan-25 Beat, Apr-25 Beat, Blackwell Demand Is “extraordinary“, Gross Margins Will Improve
CEO anticipates strong demand growth with significant investments in data centers. AI models are improving with increased computing power. Stock...
534 Views