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Information Technology
Insights in the Information Technology Space

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bearishNVIDIA Corp
23 Nov 2024 10:08

NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In Jensen's GenAI Vision

NVIDIA's growth story remains intact, albeit it's slowing down. Jensen's claim that the existing $1 trillion general purpose data center stock will...

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bullishPortcast
23 Nov 2024 07:00Syndicated

Portcast secures US$6.5M in Series A to enhance AI-powered supply chain visibility | e27

Singapore-based Portcast, a provider of real-time transportation visibility and predictive analytics, has secured US$6.5 million in Series A...

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e27
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bullishMediatek Inc
23 Nov 2024 05:01Syndicated

Tech Supply Chain Tracker (23-Nov-2024): IC design firms optimistic for 2025, cautious about 1Q25.

IC design firms optimistic for 2025, Taiwan monitors trade impact, JSR builds EUV plant, Japan cuts APB funding, MediaTek aims at Indian market,...

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bullishTuya Inc
23 Nov 2024 01:43

TUYA (TUYA.US): Depressed Valuation, $1B+ In Cash, Is Turnaround Story Ahead?

A Temasek-backed 65 Equity Partners has acquired a ~13% stake in Tuya. In my insight, I discuss peer valuation, upside catalysts and fundamentals...

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22 Nov 2024 20:07Broker

Acusensus Ltd - Scale Building; Growth Accelerates Through FY25

ACE held its AGM and released a trading update highlighting ongoing momentum in business performance with the company is tracking ahead of market...

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