NVIDIA. Revenue On Track For 2.7x YoY Growth in Q3'CY23
NVIDIA Q2’CY23 $13.51 billion, +88% QoQ, +101% YoY. Q3'CY23 forecast of $16.00 billion, ~2.7x increase YoY. Is this a bubble of dot.com era...
338 Views
ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins
Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...
516 Views
ARM Holdings IPO Preview
While Softbank is trying to complete the IPO of Arm in the next several weeks, many investors are likely to have concerns about valuations.
510 Views
ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
466 Views
ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
556 Views