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

Forget the Chips, Nvidia’s Real Problem Is the Plumbing

When Shortage Meets 30% Price Hikes: The Intel Earnings Setup

NVIDIA Meets the Bar; Working Capital Remains Elevated

Reading Nvidia Through the Stack: Dell and CoreWeave Show Deployment Still Scaling

Nvidia: All Good. Consensus Will Keep Revising Up, Stock Is Getting Cheaper – but Patience Required

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>A16 tightness is being read as a capacity issue, but early signs point to constraints that may sit deeper in the ramp.</li>
<li>Nvidia’s decision to reserve A16 for select dies while shifting other components to older nodes is likely to balance performance gains against early-node variability.</li>
<li>Intel’s 18A/18AP with backside power delivery introduces credible optionality, not as a superior node, but as a parallel path if leading-edge ramp consistency remains uneven.</li>
</ul>


A16 tightness is being read as a capacity issue, but early signs point to constraints that may sit deeper in the ramp.
Nvidia’s decision to reserve A16 for select dies while shifting other components to older nodes is likely to balance performance gains against early-node variability.
Intel’s 18A/18AP with backside power delivery introduces credible optionality, not as a superior node, but as a parallel path if leading-edge ramp consistency remains uneven.
