Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Thematic (Sector/Industry)

<ul><li>AI detectors are not very effective, leading to the solution of grading AI-generated essays as regular essays</li><li>Chat GPT essays are currently at a C level, serving as the baseline for comparison</li><li>The use of AI in industrial applications, specifically robotics, is a growing area of interest for investment and development</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI detectors are not very effective, leading to the solution of grading AI-generated essays as regular essaysChat GPT essays are currently at a C level, serving as the baseline for comparisonThe use of AI in industrial applications, specifically robotics, is a growing area of interest for investment and developmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Josh Wolfe: The ChatGPT of Robotics is Coming

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

<ul>
<li>Taiwan Tech Shares Fell Sharply Along With Global Selling -- Semiconductor and AI Names Most Exposed</li>
<li>What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? </li>
<li>ASE Technology Holding (3711 TT) Wins iPhone 16 System-in-Package Order from Apple (AAPL US)</li>
</ul>


Taiwan Tech Shares Fell Sharply Along With Global Selling -- Semiconductor and AI Names Most Exposed
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? 
ASE Technology Holding (3711 TT) Wins iPhone 16 System-in-Package Order from Apple (AAPL US)


Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Strong start to 2024, but majority underperform: Average returns of 7.6% lags the SPDRs MSCI ACWI ETF by -0.33%, with 44% of funds outperforming.</li>
<li>USA Technology Drives Returns: US Tech sector accounts for 1/4 of total returns in Q1. China &amp; India Financials a drag on performance.</li>
<li>Apple and Tesla Positions Outperform: Underweights in both stocks help claw back losses made due to NVIDIA underweights.</li>
</ul>


Strong start to 2024, but majority underperform: Average returns of 7.6% lags the SPDRs MSCI ACWI ETF by -0.33%, with 44% of funds outperforming.
USA Technology Drives Returns: US Tech sector accounts for 1/4 of total returns in Q1. China &amp; India Financials a drag on performance.
Apple and Tesla Positions Outperform: Underweights in both stocks help claw back losses made due to NVIDIA underweights.


Global Funds Q1 Review: Benefiting from Underweights in Apple & Tesla

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>Google introduces Axion, their new CPU designed for cloud-based workloads</li><li>Facebook unveils second version of RiSC-V based processor for AI workloads</li><li>Marvell announces custom projects with another big hyperscaler, highlighting the trend towards custom silicon solutions for AI workloads</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Google introduces Axion, their new CPU designed for cloud-based workloadsFacebook unveils second version of RiSC-V based processor for AI workloadsMarvell announces custom projects with another big hyperscaler, highlighting the trend towards custom silicon solutions for AI workloadsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

<ul><li>The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trend</li><li>Tech companies are facing the challenge of balancing their energy needs with their sustainability commitments</li><li>Brian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trendTech companies are facing the challenge of balancing their energy needs with their sustainability commitmentsBrian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How Electric Utilities Will Handle Booming AI Datacenter Demand

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

Josh Wolfe: The ChatGPT of Robotics is Coming

AI detectors struggle with grading essays, Chat GPT essays are average, Delve can detect AI generated content, AI has various industrial...

Odd Lots

Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order

Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...

Vincent Fernando, CFA

Global Funds Q1 Review: Benefiting from Underweights in Apple & Tesla

Strong start to 2024, but majority underperform: Average returns of 7.6% lags the SPDRs MSCI ACWI ETF by -0.33%, with 44% of funds outperforming.

Steven Holden

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

In summary, major tech companies are increasingly developing their own custom CPUs and accelerators for cloud-based workloads, with Google, Amazon,...

The Circuit

How Electric Utilities Will Handle Booming AI Datacenter Demand

The Odd Lots podcast delves into the issue of energy consumption in AI data centers and the potential impact on the environment, with guest speaker...

Odd Lots

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Josh Wolfe: The ChatGPT of Robotics is Coming

AI detectors struggle with grading essays, Chat GPT essays are average, Delve can detect AI generated content, AI has various industrial...

Odd Lots

Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order

​Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...

Vincent Fernando, CFA

Global Funds Q1 Review: Benefiting from Underweights in Apple & Tesla

Strong start to 2024, but majority underperform: Average returns of 7.6% lags the SPDRs MSCI ACWI ETF by -0.33%, with 44% of funds outperforming.

Steven Holden

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

In summary, major tech companies are increasingly developing their own custom CPUs and accelerators for cloud-based workloads, with Google, Amazon,...

The Circuit

How Electric Utilities Will Handle Booming AI Datacenter Demand

The Odd Lots podcast delves into the issue of energy consumption in AI data centers and the potential impact on the environment, with guest speaker...

Odd Lots

Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...