Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look at Possible Trading Setup
Pony AI (PONY US) plans to raise around US$1bn in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics and possible...
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BUY/SELL/HOLD: Hong Kong Market Update (October 5)
Materials, Healthcare and Tech sectors continue to lead the Hong Kong Secular Bull Market higher. The tech sector has been re-rating since Alibaba...
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Uber Technologies Inc (UBER) - Friday, Jun 27, 2025
Uber's strong growth and strategic initiatives in Mobility, Delivery, and Freight suggest significant potential for future returns, with 30 million...
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Rubrik 2Q’FY26 Wrap: Subscription NRR, Cash Flow Metrics Remain Robust. Growth Is Slowing Into FY27
Rubrik, a high-growth data security company, reported solid 2Q'FY26 financial results. In my insight, I update valuation model and set a new TP...
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OpenAI’s Path to Profitability Is Blocked by a $115B Compute Burden
As GPT-5 gets an underwhelming reception, token costs for OpenAI remain high even at scale. The company is looking at $115B in projected losses...
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