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David Mudd

David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro

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Equities • Cross Asset Strategy • Thematic (Sector/Industry)
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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...

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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...

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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....

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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...

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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...

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