Independent research on the U.S. markets, Baptista Research

Baptista Research

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. 

We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Artificial intelligence investment is steadily shifting from individual chip purchases to building complete AI ecosystems, and Nvidia appears determined to lead that transition.</li><li>The company's planned $1 billion investment in NAVER forms part of a much larger $10 billion AI infrastructure initiative alongside Brookfield that aims to accelerate South Korea's sovereign AI ambitions.</li><li>The project will expand NAVER's AI factory at its GAK Sejong hyperscale data centre from 55 megawatts to 200 megawatts, while laying the groundwork for a future gigawatt-scale deployment.</li></ul>

Artificial intelligence investment is steadily shifting from individual chip purchases to building complete AI ecosystems, and Nvidia appears determined to lead that transition.The company's planned $1 billion investment in NAVER forms part of a much larger $10 billion AI infrastructure initiative alongside Brookfield that aims to accelerate South Korea's sovereign AI ambitions.The project will expand NAVER's AI factory at its GAK Sejong hyperscale data centre from 55 megawatts to 200 megawatts, while laying the groundwork for a future gigawatt-scale deployment.

Nvidia’s $1 Billion Naver Move Could Redefine The Next Wave Of AI Infrastructure!

NVIDIA Corp

Nvidia’s $1 Billion Naver Move Could Redefine The Next Wave Of AI Infrastructure!