Nobody makes an Nvidia B200 alone, and the weak links are measured in years
Nvidia's B200, one of the chips behind today's AI boom, is designed in California but built by dozens of companies in at least five countries.
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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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The Blade Weekly: Micron Customers Post US$32bn of Deposits, Broadcom Lends Anthropic up to US$42bn
When buyers prepay their suppliers and suppliers finance their buyers in the same week, everything is feeling a bit too 'circular'.
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Taiwan Dual-Listings Monitor: UMC, ASE and ChipMOS Above +1 SD Band; Short the ADR Spread
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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