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

Taiwan Tech Weekly: Rapidus Making Progress... TSMC Impact; Latest PC Results Support 2026E Up-Cycle

Taiwan Dual-Listings Monitor: TSMC ADR Spread Deeper in Historically Rare Zone

Dell Is Quietly Building The Backbone Of The AI Revolution — And Wall Street Hasn’t Noticed Yet!

PC Monitor: Nvidia GB10 PCs Poised to Redefine the AI PC Category

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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>AI PCs turning the PC refresh into a gradual, extended up-cycle</li>
<li>Memory inflation is one of the major margin risks for PC makers in 2026</li>
<li>Dell's server business indicates AI factory build-outs becoming a multi-year investment cycle. Remain long Dell, Asustek, Acer.</li>
</ul>


AI PCs turning the PC refresh into a gradual, extended up-cycle
Memory inflation is one of the major margin risks for PC makers in 2026
Dell's server business indicates AI factory build-outs becoming a multi-year investment cycle. Remain long Dell, Asustek, Acer.


PC Monitor: Dell/HP Results Support PC Up-Cycle Into 2026E

Dell Technologies

PC Monitor: Dell/HP Results Support PC Up-Cycle Into 2026E