Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Equity Bottom-Up

<ul><li>Tuya hosted its Investor Day on April 2, 2025, in Hangzhou, China and provided an update on its evolving “AI + IoT” strategy and its vision for enabling large-scale AI commercialization.</li><li>The event, attended by nearly 100 institutional and individual investors, featured key sessions including a corporate overview by the CEO and CFO, a deep dive into the AI Agent Development Platform, an introduction to Tuya’s AI system architecture, live demonstrations of AI-powered hardware, and an investor Q&amp;A session.</li><li>The catchphrase of the event was “With AI, smart hardware finally becomes truly smart.”</li></ul>

Tuya hosted its Investor Day on April 2, 2025, in Hangzhou, China and provided an update on its evolving “AI + IoT” strategy and its vision for enabling large-scale AI commercialization.The event, attended by nearly 100 institutional and individual investors, featured key sessions including a corporate overview by the CEO and CFO, a deep dive into the AI Agent Development Platform, an introduction to Tuya’s AI system architecture, live demonstrations of AI-powered hardware, and an investor Q&amp;A session.The catchphrase of the event was “With AI, smart hardware finally becomes truly smart.”

TUYA: Investor Day Highlights "AI + IoT" Strategy

Tuya Inc

TUYA: Investor Day Highlights "AI + IoT" Strategy