Equity Long-Short

Mo Aziz

Capital markets veteran with 25 years across sell-side and buy-side research, investor relations, and fund management. Currently publish independent equity research (Mofferies Investment Research, via Smartkarma) spanning semiconductor memory (DRAM/NAND/HBM), foundry, semiconductor equipment and advanced packaging, gold and cross-asset strategy, financials forensics, and APAC IPOs — with a standing watchlist of 190+ companies across 41 countries. Background includes deep aviation-sector expertise (airlines, airports, OEMs, lessors, air cargo, travel/OTAs). Approach centers on identifying cyclical inflection points and mispriced risk across sectors, translated into explicit, actionable calls.

Wall Street Vs Silicon Valley: AI Cannot Pay for Itself, so It Will Come for the Businesses that Can

Thematic (Sector/Industry)

Zimbabwe Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>OpenAI's Morgan Stanley and Evercore 'design partnership' is Act I of the Amazon, Google and Bloomberg playbook: embrace the incumbent, own the workflow, take the client.</li>
<li>Banks are paying the tuition twice: teaching the model their craft while cutting the junior classes that supply 62% of their AI talent and every future MD.</li>
<li>Own the toll roads, not the trucks: BULLISH memory, foundry and exchanges; BEARISH boutique advisers, terminal vendors, Indian IT; NEUTRAL banks; AVOID the lab IPOs.</li>
</ul>


OpenAI's Morgan Stanley and Evercore 'design partnership' is Act I of the Amazon, Google and Bloomberg playbook: embrace the incumbent, own the workflow, take the client.
Banks are paying the tuition twice: teaching the model their craft while cutting the junior classes that supply 62% of their AI talent and every future MD.
Own the toll roads, not the trucks: BULLISH memory, foundry and exchanges; BEARISH boutique advisers, terminal vendors, Indian IT; NEUTRAL banks; AVOID the lab IPOs.


OpenAI Is Coming for Wall Street. The Street Thinks It Can Own the Disruptor.