Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Nvidia: Jan-25 Beat, Apr-25 Beat, Blackwell Demand Is “extraordinary“, Gross Margins Will Improve

NVIDIA Q425 Beats, Raises, Market Yawns, Then Vomits. A Lake Wobegon Moment Perhaps?

Taiwan Tech Weekly: TSMC & Broadcom Exploring Intel Acquisition -- Implications

Here’s What Nvidia Is Really Worth, And What To Know Ahead Of Earnings

Taiwan Tech Weekly: How Apple Helped TSMC Become #1; Also Morris Chang Comments on TSMC ADR Premium

Himax Sees Chinese Automakers Far Ahead in Adopting Touch Displays; CoPackaged Optics Key for AI/HPC

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>Lite On Signals for Continued Strength in Cloud/AIOT Ahead of Upcoming Nvidia Results</li>
<li>Lite On's 1Q25E Outlook Was Positive and Did Not Indicate A Near-Term Slowdown</li>
<li>Industry Take-Aways -- Still No Signs of Acceleration on PC/Consumer... However Signals Cloud/AIoT Demand Healthy</li>
</ul>


Lite On Signals for Continued Strength in Cloud/AIOT Ahead of Upcoming Nvidia Results
Lite On's 1Q25E Outlook Was Positive and Did Not Indicate A Near-Term Slowdown
Industry Take-Aways -- Still No Signs of Acceleration on PC/Consumer... However Signals Cloud/AIoT Demand Healthy


LITE ON Comments Signal Continued Strength in Cloud/AIOT Ahead of Upcoming Nvidia Results

NVIDIA Corp

LITE ON Comments Signal Continued Strength in Cloud/AIOT Ahead of Upcoming Nvidia Results