Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top 5%
Vincent Fernando, CFA
Managing Director, Zero One
•
Zero One
Message
Follow
Location:
Taiwan
Joined:
24 September 2019
388
Insights
141.6k
Views
224
Followers
Information Technology
•
Equity Bottom-Up
•
Private Capital Markets
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Mediatek Inc
•
02 May 2024 22:04
Key Insights from Qualcomm's Latest Data; Mediatek Taking Market Share?
We deep dive into Qualcomm's latest results and the key take-aways relative to Mediatek. Overall, we find the latest QCOM results as positive for...
Vincent Fernando, CFA
242 Views
Share
bullish
•
Asustek Computer
•
30 Apr 2024 23:21
PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle
CoPilot, as an edge AI app, will drive a global PC upgrade cycle with its next-gen version requiring advanced hardware.
Vincent Fernando, CFA
290 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
30 Apr 2024 19:34
Deep Dive Into Samsung's Memory & Foundry Results: TSMC, AI PC, Server, AI Phone Implications
Foundry segment's losses reduced, but still loss-making. Samsung's order backlog is at an all-time high but Samsung Foundry results suggest...
Vincent Fernando, CFA
260 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
29 Apr 2024 03:10
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
Vincent Fernando, CFA
291 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
28 Apr 2024 22:40
Taiwan Dual-Listings Monitor: TSMC & ASE Spreads Surge to Extremes; CHT Shorts Massing Pre-Earnings
ADR spreads have surged to historically extreme levels for TSMC, ASE, and UMC. For CHT, we note a surge in short interest for its Taiwan shares...
Vincent Fernando, CFA
289 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.31.1
x