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INSIGHT PROVIDER
Top Quartile
David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
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Location:
Hong Kong
Joined:
02 February 2024
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Cross Asset Strategy
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bearish
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Cross Asset Strategy
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13 Oct 2026 16:16
KOSPI CRASHING AGAIN: S.O.S. - Save Our Seouls !!
The KOSPI is rolling over again, with foreign selling accelerating and technical indicators weakening. Rising bond yields and massive retail...
David Mudd
74 Views
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bearish
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Cross Asset Strategy
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12 Oct 2026 08:14
ANTHROPIC & OPENAI - ARR: Every Bubble Has a Gimmick
Anthropic's and OpenAI's annualized revenue run rates (ARRs) are being portrayed as a viable metric for investors as their IPOs approach, although...
David Mudd
91 Views
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bearish
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Cross Asset Strategy
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08 Oct 2026 23:34
DATA CENTER SECTOR: From the Tip of the Spear to Canary in the Coal Mine
The sudden plunge in demand for an Nvidia-backed data center company’s initial public offering is revealing fresh cracks in the AI funding boom....
David Mudd
250 Views
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bullish
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Shenzhen Transsion Holdings
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07 Oct 2026 19:34
HK IPO WATCH: Shenzhen Transsion Holding - A Close Call !!
Shenzhen Transsion Holdings (688036 CH) launched its Hong Kong H-share IPO today (Shenzhen Transsion Holdings (2636 HK)) to raise up to HK$3.36...
David Mudd
113 Views
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bullish
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Beijing ESWIN Computing Technology
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06 Oct 2026 18:06
HK IPO WATCH: Beijing ESWIN Computing Technology - RISC-V Business !!
Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per...
David Mudd
97 Views
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