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...
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Confluent. 2Q Wrap: Solid Results and Leadership Position In a $60B+ TAM
Confluent reported solid results and achieved sustained high growth despite a choppy macro environment and smaller average deal sizes. The company...
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Southeast Asia Is Looking Mighty Fine to China’s Data Center Firms
Chinese data center firms are ramping up their overseas expansion to ride the artificial intelligence (AI) wave, especially in Southeast Asia,...
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Hon Hai AI Server Business Expected to Take Market Share 2H23E, Structural Long
Any weakness over worries about Apple/consumer products is an opportunity to accumulate. Investors shouldn't let cyclical expectations fluctuations...
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The Weekly Market Monitor (31) – Bye, Bye, Triple-A
The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...
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