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

Unpacking First Mover OpenAI. Can It Avoid the Fate of Netscape and MySpace?

Shake Up at OpenAI: Sam Gone, Mira Is Interim CEO, Greg Not Chairman but Remains as President

Who Is Lina Khan? Why Should Investors Bother?

When Giants Run Out of Gas; Some Among Super Seven Are Losing Steam

A Bull Investment Case for TSMC (Summary Version)

Energy Transition | AI | Shifting World Order, Mint Finance

Pranay Yadav

Energy Transition | AI | Shifting World Order

Thematic (Sector/Industry)

United states Software / Thematic (Sector/Industry)

<ul>
<li>Amazon’s cloud market share is roughly the sum of Microsoft and Google market share put together.  Microsoft’s market share is twice that of Google.</li>
<li>After stupendous growth over the last five years, cloud business continues to grow but at a slowing pace. Amid tech spend cuts, not every cloud vertical is set to grow.</li>
<li>Those cloud providers enabling AI workloads are primed to soar despite shrinking cloud budgets.</li>
</ul>


Amazon’s cloud market share is roughly the sum of Microsoft and Google market share put together.  Microsoft’s market share is twice that of Google.
After stupendous growth over the last five years, cloud business continues to grow but at a slowing pace. Amid tech spend cuts, not every cloud vertical is set to grow.
Those cloud providers enabling AI workloads are primed to soar despite shrinking cloud budgets.


Not Every Cloud Has A Silver Lining: Some Cloud Offerings Are Set To Soar Despite Slowdown