Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>U.S. Tech Lobby opposes India's antitrust law, fearing cost hikes and investment hurdles.</li>
<li>Apple's China iPhone shipments surge 52% in May, driven by discounts and sales preparation.</li>
<li>Nasdaq 100 Futures rise on Apple's China surge, but global markets remain cautious.</li>
</ul>


U.S. Tech Lobby opposes India's antitrust law, fearing cost hikes and investment hurdles.
Apple's China iPhone shipments surge 52% in May, driven by discounts and sales preparation.
Nasdaq 100 Futures rise on Apple's China surge, but global markets remain cautious.


#6Business Buzz: Tech Giants Clash in India, Apple Triumphs in China, Nasdaq Rises

Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

Vanguard Intl Semiconductor / Equity Bottom-Up

<ul>
<li>Vanguard should declare to established 12" Fab in Singapore within 2014.</li>
<li>Vanguard is likely to announce the establishment of 2 sets of 12" fabs in the next 6 months.  </li>
<li>China is expanding 28/22nm and above technologies, and we believe it's more appropriate for Vanguard to compete with others rather than TSMC.</li>
</ul>


Vanguard should declare to established 12" Fab in Singapore within 2014.
Vanguard is likely to announce the establishment of 2 sets of 12" fabs in the next 6 months.  
China is expanding 28/22nm and above technologies, and we believe it's more appropriate for Vanguard to compete with others rather than TSMC.


Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Capital Markets

<ul>
<li>ICTK is getting ready to complete its IPO in KOSDAQ in May. The IPO price range is from 13,000 won to 16,000 won. </li>
<li>According to the bankers' valuation, the expected market cap of the company after the listing is 171 billion won to 210 billion won. </li>
<li>ICTK is a security company specializing in Internet of Things (IoT) based on physical copy prevention technology. </li>
</ul>


ICTK is getting ready to complete its IPO in KOSDAQ in May. The IPO price range is from 13,000 won to 16,000 won. 
According to the bankers' valuation, the expected market cap of the company after the listing is 171 billion won to 210 billion won. 
ICTK is a security company specializing in Internet of Things (IoT) based on physical copy prevention technology. 


Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul>
<li>This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly.</li>
<li>This is one of the 16th-best quarters in SOXX since 2002. While it’s a pretty solid showing at a 17% quarterly return, this doesn’t compare to the incredible returns in 2020 and 2023.</li>
<li>Now, the misleading thing is that SMH, a broader ETF, is up 30%.</li>
</ul>


This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly.
This is one of the 16th-best quarters in SOXX since 2002. While it’s a pretty solid showing at a 17% quarterly return, this doesn’t compare to the incredible returns in 2020 and 2023.
Now, the misleading thing is that SMH, a broader ETF, is up 30%.


Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Autonomous Driving represents the perfect fusion of our love affair with automobiles and our fascination with artificial intelligence. It has been part of our collective imagination for decades, first epitomized at the 1939 New York World Fair Futurama exhibit which posited an automated highway system (AHS), sponsored by General Motors. Research on AHS conducted at The Ohio State University led to the development of the world's first partially autonomous vehicle in 1962. Fast forward half a century and the goal of achieving autonomous driving is firmly fixed in the glare of our automobile headlights. Leading automakers, as well as technology companies, are promising autonomous or at least highly autonomous automobiles within the next three years. At the forefront, <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet Inc Cl C (GOOG US)</a> represented by its automotive spin-off Waymo, is in the process of launching the world's first driverless taxi service in Phoenix, Arizona. <a href="https://www.smartkarma.com/entities/18811" target="_blank" data-smartkarma-citation="entities:18811:1">General Motors Co (GM US)</a>, arguably the closest to Waymo in technology terms, has announced similar plans to launch an autonomous ride-sharing service in 2019.Not all is rosy in the autonomous driving garden, however. The sector has been plagued by high-profile defections of key staff leaving to either create their own startups or join competitors. These moves have led to equally high-profile and in some cases, embarrassing, law-suits. Other companies rush to hire talented artificial intelligence engineers has decimated the research ranks of leading universities.The safety and reliability of autonomous driving technology on our streets today has also been thrown into doubt in recent times. Just two days ago, on March 18'th, the first fatal accident involving an autonomous vehicle occurred in Phoenix Arizona, details <a href="https://electrek.co/2018/03/19/uber-self-driving-prototyp-fatal-crash-police/" target="_blank">here</a>. That vehicle was a Volvo XC90 and was part of <a href="https://www.smartkarma.com/entities/430" target="_blank" data-smartkarma-citation="entities:430:1">Uber Technologies Inc</a> self-driving test fleet in the city. According to initial reports, the vehicle was operating in autonomous mode and had a safety driver on board. While we need to await the outcome of this particular investigation, previous incidents involving other autonomous vehicles highlight some astonishing shortcomings of the technology being used on our streets today. Indeed, there are now serious questions about the viability of so-called Level 3 autonomous driving in so far as they rely on emergency intervention by a driver highly likely to have been distracted by something more exciting than monitoring an automobile driving by itself. Autonomous driving is a subject far too broad to be covered in a single Insight. Consider this a primer where we begin by examining the origins of autonomous driving, tracing its roots back to 1960s which, by no coincidence, was also the starting point for much of the research on modern-day artificial intelligence. We look at the specific factors which combined to propel autonomous driving from the AI laboratories of prestigious universities to the drawing boards of multinationals around the globe. We review the framework for the different levels of autonomous driving and highlight the fact that most auto OEM's choose to largely ignore them. We then examine in detail the aforementioned issues with Level 3 autonomous driving and reveal that the technology used in the Volvo XC90, the vehicle involved in the recent fatal accident in Phoenix, specifically warns in its user manual that it should not be used for city driving and that it cannot detect pedestrians, cyclists etc. Recognizing the seminal role that <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet Inc Cl C (GOOG US)</a> has played in advancing the technology, we provide an in-depth review of their self-driving initiative from its inception as a secretive Google X project to its current day incarnation as Waymo. By way of contrast, we examine the autonomous driving ambitions of one of the world's leading auto OEMs, General Motors, and provide a detailed review of their progress to date. Finally, we address the question on everybody's mind when it comes to autonomous driving - are we there yet?

Autonomous Driving represents the perfect fusion of our love affair with automobiles and our fascination with artificial intelligence. It has been part of our collective imagination for decades, first epitomized at the 1939 New York World Fair Futurama exhibit which posited an automated highway system (AHS), sponsored by General Motors. Research on AHS conducted at The Ohio State University led to the development of the world's first partially autonomous vehicle in 1962. Fast forward half a century and the goal of achieving autonomous driving is firmly fixed in the glare of our automobile headlights. Leading automakers, as well as technology companies, are promising autonomous or at least highly autonomous automobiles within the next three years. At the forefront, Alphabet Inc Cl C (GOOG US) represented by its automotive spin-off Waymo, is in the process of launching the world's first driverless taxi service in Phoenix, Arizona. General Motors Co (GM US), arguably the closest to Waymo in technology terms, has announced similar plans to launch an autonomous ride-sharing service in 2019.Not all is rosy in the autonomous driving garden, however. The sector has been plagued by high-profile defections of key staff leaving to either create their own startups or join competitors. These moves have led to equally high-profile and in some cases, embarrassing, law-suits. Other companies rush to hire talented artificial intelligence engineers has decimated the research ranks of leading universities.The safety and reliability of autonomous driving technology on our streets today has also been thrown into doubt in recent times. Just two days ago, on March 18'th, the first fatal accident involving an autonomous vehicle occurred in Phoenix Arizona, details here. That vehicle was a Volvo XC90 and was part of Uber Technologies Inc self-driving test fleet in the city. According to initial reports, the vehicle was operating in autonomous mode and had a safety driver on board. While we need to await the outcome of this particular investigation, previous incidents involving other autonomous vehicles highlight some astonishing shortcomings of the technology being used on our streets today. Indeed, there are now serious questions about the viability of so-called Level 3 autonomous driving in so far as they rely on emergency intervention by a driver highly likely to have been distracted by something more exciting than monitoring an automobile driving by itself. Autonomous driving is a subject far too broad to be covered in a single Insight. Consider this a primer where we begin by examining the origins of autonomous driving, tracing its roots back to 1960s which, by no coincidence, was also the starting point for much of the research on modern-day artificial intelligence. We look at the specific factors which combined to propel autonomous driving from the AI laboratories of prestigious universities to the drawing boards of multinationals around the globe. We review the framework for the different levels of autonomous driving and highlight the fact that most auto OEM's choose to largely ignore them. We then examine in detail the aforementioned issues with Level 3 autonomous driving and reveal that the technology used in the Volvo XC90, the vehicle involved in the recent fatal accident in Phoenix, specifically warns in its user manual that it should not be used for city driving and that it cannot detect pedestrians, cyclists etc. Recognizing the seminal role that Alphabet Inc Cl C (GOOG US) has played in advancing the technology, we provide an in-depth review of their self-driving initiative from its inception as a secretive Google X project to its current day incarnation as Waymo. By way of contrast, we examine the autonomous driving ambitions of one of the world's leading auto OEMs, General Motors, and provide a detailed review of their progress to date. Finally, we address the question on everybody's mind when it comes to autonomous driving - are we there yet?

Germany

Infineon Technologies AG designs, manufactures, and markets semiconductors. The Company offers products include power semiconductors, microcontrollers, security controllers, radio frequency products, and sensors. Infineon markets its products to the automotive, industrial, communications, and consumer and security electronics sectors.

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Infineon Technologies (IFX GR)

#6Business Buzz: Tech Giants Clash in India, Apple Triumphs in China, Nasdaq Rises

U.S. Tech Lobby wary of India's antitrust law; Apple's China iPhone shipments surge, Malaysia investment in Semiconductor

Nimish Maheshwari

Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.

Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.

Patrick Liao

ICTK IPO Preview

ICTK is getting ready to complete its IPO in KOSDAQ. The IPO price range is from 13,000 won to 16,000 won. ICTK is a security company specializing...

Douglas Kim

Fabricated Knowledge Quarterly Review

This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...

Fabricated Knowledge

Autonomous Driving- Are We There Yet?

I find it fascinating to read this again, almost six years to the day since I published it. I intend to publish an update on this topic in the...

William Keating

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#6Business Buzz: Tech Giants Clash in India, Apple Triumphs in China, Nasdaq Rises

​U.S. Tech Lobby wary of India's antitrust law; Apple's China iPhone shipments surge, Malaysia investment in Semiconductor

Nimish Maheshwari

Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.

​Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.

Patrick Liao

ICTK IPO Preview

ICTK is getting ready to complete its IPO in KOSDAQ. The IPO price range is from 13,000 won to 16,000 won. ICTK is a security company specializing...

Douglas Kim

Fabricated Knowledge Quarterly Review

This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...

Fabricated Knowledge

Autonomous Driving- Are We There Yet?

I find it fascinating to read this again, almost six years to the day since I published it. I intend to publish an update on this topic in the...

William Keating

U.S. Tech Lobby wary of India's antitrust law; Apple's China iPhone shipments surge, Malaysia investment in Semiconductor

Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.