Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<ul>
<li>Jensen Huang claims that the world is running out of workers &amp; there will be a shortage of 50 million workers by the end of the decade. Enter humanoid robots.</li>
<li>Elon Musk claims that AI and robots will take <em><strong>all</strong></em> our jobs, working will be optional and we can grow vegetables while he's on his way to becoming a trillionaire</li>
<li>Technology and society are rapidly approaching a critical decision point. Jobs for robots or for humans?</li>
</ul>


Jensen Huang claims that the world is running out of workers &amp; there will be a shortage of 50 million workers by the end of the decade. Enter humanoid robots.
Elon Musk claims that AI and robots will take all our jobs, working will be optional and we can grow vegetables while he's on his way to becoming a trillionaire
Technology and society are rapidly approaching a critical decision point. Jobs for robots or for humans?


Humanoid Robots Won't Take Your Job, We've Just Decided Not To Give You The Job In The First Place.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass).</li>
<li>SPX is pulling back after hitting all-time highs; the gap at 6750-6772 is short-term support, and it is a clear sign bulls remain in control if this gap remains unfilled.</li>
<li>We will stay near-term bullish as long as the 3+ month uptrend continues (currently at ~6675). Additional supports include 6550-6569, 6480-6520, 6450, 6400-6410, 6340-6360, 6290, 6200, and 6100-6150</li>
</ul>


We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass).
SPX is pulling back after hitting all-time highs; the gap at 6750-6772 is short-term support, and it is a clear sign bulls remain in control if this gap remains unfilled.
We will stay near-term bullish as long as the 3+ month uptrend continues (currently at ~6675). Additional supports include 6550-6569, 6480-6520, 6450, 6400-6410, 6340-6360, 6290, 6200, and 6100-6150


Magnificent Seven's Turn to Shine; Buy Pullbacks to 3+ Month SPX Uptrend and 50-Day MA

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>EV charging stations totaled 83,226 nationwide (September 2025), rising 0.8% month-on-month, but the pace remains inadequate to achieve NREL’s 2030 goal of 1M Level 2 and 182k DC Fast chargers.</li>
<li>California leads with 24% of stations and 26% of ports, while Tesla dominates DC Fast charging (54% share). ChargePoint maintains overall leadership with 33% of total ports across its network.</li>
<li>Ultrafast charging is the emerging trend, with 600kW–1.6MW systems from ChargePoint, BYD, CATL, and Zeekr offering range gains up to 300km in five minutes and setting a new global benchmark.</li>
</ul>


EV charging stations totaled 83,226 nationwide (September 2025), rising 0.8% month-on-month, but the pace remains inadequate to achieve NREL’s 2030 goal of 1M Level 2 and 182k DC Fast chargers.
California leads with 24% of stations and 26% of ports, while Tesla dominates DC Fast charging (54% share). ChargePoint maintains overall leadership with 33% of total ports across its network.
Ultrafast charging is the emerging trend, with 600kW–1.6MW systems from ChargePoint, BYD, CATL, and Zeekr offering range gains up to 300km in five minutes and setting a new global benchmark.


US EV Charging Infrastructure Tracker - September 2025

<ul>
<li>The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.</li>
<li>China had 4.202 million public charging stations at the end of July 2025. Compared to this, U.S. had 77,868 public EV charging stations at the end of August 2025.</li>
<li>Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.</li>
</ul>


The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.
China had 4.202 million public charging stations at the end of July 2025. Compared to this, U.S. had 77,868 public EV charging stations at the end of August 2025.
Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.


US EV Charging Infrastructure Tracker - August 2025

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

<ul>
<li>Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”.  There's been progress, but mass production still hasn't started.</li>
<li>Despite advancements in generative AI and large language models, it’s proving technologically challenging to teach humanoids to reason, adapt, and multitask like humans.</li>
<li>2026 seems to be the new target, but there likely needs to be evidence of an order increase before the related stocks get moving.</li>
</ul>


Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”.  There's been progress, but mass production still hasn't started.
Despite advancements in generative AI and large language models, it’s proving technologically challenging to teach humanoids to reason, adapt, and multitask like humans.
2026 seems to be the new target, but there likely needs to be evidence of an order increase before the related stocks get moving.


United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

Humanoid Robots Won't Take Your Job, We've Just Decided Not To Give You The Job In The First Place.

Technology and society are rapidly approaching a critical decision point. Are we planning to create jobs for robots or jobs for humans and do we...

William Keating

Magnificent Seven's Turn to Shine; Buy Pullbacks to 3+ Month SPX Uptrend and 50-Day MA

Magnificent Seven's $MAGS Turn to Shine; Buy Pullbacks to 3+ Month $SPX Uptrend and 50-day MA, currently 6655-6680. Buys: $AAPL $TSLA $NVDA $GOOGL...

Vermilion Research

US EV Charging Infrastructure Tracker - September 2025

EV charging stations in the US are increasing, but not fast enough to reach NREL's 2030 goals. California leads in stations and ports, while Tesla...

GSBR Research

US EV Charging Infrastructure Tracker - August 2025

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in America to meet future demand.

GSBR Research

The Humanoids Are Coming… But When?

Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”. As the move to mass production...

Finimize Research

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Humanoid Robots Won't Take Your Job, We've Just Decided Not To Give You The Job In The First Place.

Technology and society are rapidly approaching a critical decision point. Are we planning to create jobs for robots or jobs for humans and do we...

William Keating

Magnificent Seven's Turn to Shine; Buy Pullbacks to 3+ Month SPX Uptrend and 50-Day MA

Magnificent Seven's $MAGS Turn to Shine; Buy Pullbacks to 3+ Month $SPX Uptrend and 50-day MA, currently 6655-6680. Buys: $AAPL $TSLA $NVDA $GOOGL...

Vermilion Research

US EV Charging Infrastructure Tracker - September 2025

​EV charging stations in the US are increasing, but not fast enough to reach NREL's 2030 goals. California leads in stations and ports, while Tesla...

GSBR Research

US EV Charging Infrastructure Tracker - August 2025

​China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in America to meet future demand.

GSBR Research

The Humanoids Are Coming… But When?

Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”. As the move to mass production...

Finimize Research

EV charging stations in the US are increasing, but not fast enough to reach NREL's 2030 goals. California leads in stations and ports, while Tesla...

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in America to meet future demand.