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>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><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

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

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

<ul><li>Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:</li><li>Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !</li><li>The bear case sounds very smart very often, only problem is, it’s quite rarely right … !</li></ul>

Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !The bear case sounds very smart very often, only problem is, it’s quite rarely right … !

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Bottom-Up

<ul>
<li>On April 9, J&amp;T disclosed operating stats from Q124 -- a positive surprise</li>
<li>We welcome the disclosure, but J&amp;T should also explain X-border's demise</li>
<li>We believe J&amp;T's China operation remains far less profitable than its peers'</li>
</ul>


On April 9, J&amp;T disclosed operating stats from Q124 -- a positive surprise
We welcome the disclosure, but J&amp;T should also explain X-border's demise
We believe J&amp;T's China operation remains far less profitable than its peers'


J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back

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

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

<ul>
<li>Quanta surged with major server wins from Meta, Alphabet, and Amazon. Nanya Tech results are two weeks ahead and Intel will host a webinar this week about its Foundry business.</li>
<li>Mediatek: Accelerating Momentum in Automotive, Data Center, and AI Memory Solutions </li>
<li>Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From Here? </li>
</ul>


Quanta surged with major server wins from Meta, Alphabet, and Amazon. Nanya Tech results are two weeks ahead and Intel will host a webinar this week about its Foundry business.
Mediatek: Accelerating Momentum in Automotive, Data Center, and AI Memory Solutions 
Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From Here? 


Taiwan Tech Weekly: Quanta Surging on Nvidia Server Orders; Nanya Results Ahead; Intel Foundry Event

<ul>
<li>Just a week after Nvidia's GTC conference, Quanta has reportedly secured large orders for new Nvidia Blackwell-based servers from Google, Amazon AWS, and Meta. </li>
<li>Other firms showcasing Nvidia servers at GTC include Wiwynn, Gigabyte, Pegatron, Asus, Hon Hai (Ingrasys), Wistron, Dell, and Super Micro. There could be a higher probability of new order wins.</li>
<li>Stock Focus: Asustek -- Improving outlook as a play on both AI PCs and AI servers.</li>
</ul>


Just a week after Nvidia's GTC conference, Quanta has reportedly secured large orders for new Nvidia Blackwell-based servers from Google, Amazon AWS, and Meta. 
Other firms showcasing Nvidia servers at GTC include Wiwynn, Gigabyte, Pegatron, Asus, Hon Hai (Ingrasys), Wistron, Dell, and Super Micro. There could be a higher probability of new order wins.
Stock Focus: Asustek -- Improving outlook as a play on both AI PCs and AI servers.


Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon.com Inc (AMZN US)

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

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...

Maverick Equity Research

J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back

We were pleasantly surprised to see J&T disclose Q124 operating stats so promptly, but we still wonder why the company hasn't explained its abrupt...

Tracking Traffic

Taiwan Tech Weekly: Quanta Surging on Nvidia Server Orders; Nanya Results Ahead; Intel Foundry Event

Quanta sees stock surge with server wins, Mediatek accelerates expansion in automotive and data center solutions. Intel will host a webinar about...

Vincent Fernando, CFA

Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?

Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...

Maverick Equity Research

J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back

We were pleasantly surprised to see J&T disclose Q124 operating stats so promptly, but we still wonder why the company hasn't explained its abrupt...

Tracking Traffic

Taiwan Tech Weekly: Quanta Surging on Nvidia Server Orders; Nanya Results Ahead; Intel Foundry Event

​Quanta sees stock surge with server wins, Mediatek accelerates expansion in automotive and data center solutions. Intel will host a webinar about...

Vincent Fernando, CFA

Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?

​Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...

Vincent Fernando, CFA

Quanta sees stock surge with server wins, Mediatek accelerates expansion in automotive and data center solutions. Intel will host a webinar about...

Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...