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Vincent Fernando, CFA
Managing Director, Zero One
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Zero One
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Location:
Taiwan
Joined:
24 September 2019
369
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Recent
bullish
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Hon Hai Precision Industry
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28 Mar 2024 20:54
Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From Here?
Hon Hai shares surged to new all-time high after showcasing AI technologies at Nvidia's GTC conference. We believe a short squeeze may have been...
Vincent Fernando, CFA
175 Views
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bullish
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Delta Electronics
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27 Mar 2024 00:14
Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well
Delta Taiwan's AI power efficiency solutions showcased at NVIDIA Corp's GTC Conference drove outperformance vs. Delta Thailand. However, short...
Vincent Fernando, CFA
262 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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25 Mar 2024 12:20
Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally
The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....
Vincent Fernando, CFA
225 Views
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bullish
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Nanya Technology
•
22 Mar 2024 11:30
Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit
Micron's strong results and forward margin guidance lead to soaring shares, with successful leapfrogging into HBM memory space and high demand...
Vincent Fernando, CFA
360 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Mar 2024 02:14
Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
Vincent Fernando, CFA
334 Views
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