TechChain Insights Q&A: GUC's AI Boom Is Now a CPU Story, Testing the Next Bottleneck
Taiwan's Global Unichip is a key player in ASIC design, heavily tied to US hyperscaler custom silicon, with Google likely a major customer.
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Aequitas: SpaceX IPO - Space - The Breakthrough Segment but with Low/No Growth
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. In this note, we look at its ground breaking...
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Aequitas: SpaceX IPO- A Lighthearted Take on Some of the Claims - Grok Speaks the Truth on Valuation
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. This note is a lighthearted look at some of the...
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Nvidia: It’s Very Simple. 90% YoY Growth Trading at ~24x This Year EPS. Consensus Is Too Low.
Nvidia's strong revenue growth beats consensus. Guidance for even higher growth. Significant upside potential compared to consensus estimates,...
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What to Do with Semi Stocks? The SOX Rally Is Not a Crazy Bubble.
The SOX index has surged 55% since March on strong earnings. Wide divergence in performance and valuations. Memory sector: high growth but low...
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