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

Reading Nvidia Through the Stack: Dell and CoreWeave Show Deployment Still Scaling

Beyond Chips and Capex: Private Credit in the AI Ecosystem

Samsung Life, Samsung F&M Insurance, & Samsung Securities - Exposure to Blackstone's Private Credit?

NVIDIA Enters Earnings With Strong Margins but Rising Inventory Intensity

Nvidia: All Good. Consensus Will Keep Revising Up, Stock Is Getting Cheaper – but Patience Required

Nvidia Is Becoming a Capacity Anchor as the AI Buildout Turns Into a Capital Cycle

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>Inventory growth slowed sharply to 8% QoQ after two quarters of 30%+ builds, easing concerns of accelerating balance-sheet expansion.</li>
<li>Margins recovered from the Q1 charge and remain structurally strong.</li>
<li>Accounts receivable rose to $38.5B, with ratio trends improving but absolute levels remaining elevated.</li>
</ul>


Inventory growth slowed sharply to 8% QoQ after two quarters of 30%+ builds, easing concerns of accelerating balance-sheet expansion.
Margins recovered from the Q1 charge and remain structurally strong.
Accounts receivable rose to $38.5B, with ratio trends improving but absolute levels remaining elevated.


NVIDIA, 기대치 충족…운전자본은 여전히 ​​높은 수준

NVIDIA Corp

NVIDIA, 기대치 충족…운전자본은 여전히 높은 수준

NVIDIA Corp

NVIDIA, 기대치 충족…운전자본은 여전히 ​​높은 수준

NVIDIA, 기대치 충족…운전자본은 여전히 높은 수준