Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Intel’s Quarter That Finally Justified the Pain

Margin Call at 2nm: What TSMC's Price Hike Means for the Chip Ecosystem

Intel Lands $5 Billion Boost From NVIDIA: The AI Deal Shaking Wall Street!

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>Apple, Intel, and Nvidia may be converging on a shared AI infrastructure vision that would have consequences for the global chip supply chain.</li>
<li>Intel’s systems foundry pivot is about controlling the stack, and Apple might see value in that despite moving away from the former's products.</li>
<li>TSMC remains dominant in process tech, but the competition in the future might be about more than building silicon.  </li>
</ul>


Apple, Intel, and Nvidia may be converging on a shared AI infrastructure vision that would have consequences for the global chip supply chain.
Intel’s systems foundry pivot is about controlling the stack, and Apple might see value in that despite moving away from the former's products.
TSMC remains dominant in process tech, but the competition in the future might be about more than building silicon.  


TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

TSMC (Taiwan Semiconductor Manufacturing) - ADR

Apple, Intel, and the Systems Foundry Gambit

Intel Corp

Apple, Intel, and the Systems Foundry Gambit