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

NVIDIA Q1 FY27: The Numbers Are Immaculate, but the Balance Sheet Has Questions

Nvidia GTC Taipei 2026 Financial Analyst Q&A. Executive Summary & Full Transcript.

NVIDIA @ BofA Global Technology Conference 2026. Key Takeaways & Full Transcript

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

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>NVIDIA leads China's urban NoA chip market at 49% share, but export controls and domestic companies' in-house chip savings of over $1000 per vehicle would force dual-sourcing across Chinese OEMs.</li>
<li>XPeng's Turing chip outperforms Orin X in effective AI compute. VW has licensed its full ADAS stack, and XPeng is now eyeing European manufacturing to compress/threaten Nvidia's Western stronghold.</li>
<li>Beyond SDVs, Nvidia's highest-conviction bet looks to be infrastructure: Uber robotaxi partnership, BYD/Geely OEM additions, and its Physical AI Data Factory position it as the simulation layer beneath the fleets.</li>
</ul>


NVIDIA leads China's urban NoA chip market at 49% share, but export controls and domestic companies' in-house chip savings of over $1000 per vehicle would force dual-sourcing across Chinese OEMs.
XPeng's Turing chip outperforms Orin X in effective AI compute. VW has licensed its full ADAS stack, and XPeng is now eyeing European manufacturing to compress/threaten Nvidia's Western stronghold.
Beyond SDVs, Nvidia's highest-conviction bet looks to be infrastructure: Uber robotaxi partnership, BYD/Geely OEM additions, and its Physical AI Data Factory position it as the simulation layer beneath the fleets.


NVIDIA & SDVs: Full-Stack Headwinds Vs Physical AI Opportunity

NVIDIA Corp

NVIDIA & SDVs: Full-Stack Headwinds Vs Physical AI Opportunity