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In today’s briefing:
- Episode 73: Nvidia’s Moment, and The “Platformization” of GPUs
- Delta Taiwan Vs. Thailand Monitor: Taiwan’s Nvidia Solutions Show Why TW Better Value Than Thailand
- Memory Monitor: Micron’s Shares May Be Falling But Results’ Industry Implications Are Positive
- Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact
- Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.
- Softbank Group – Event Flash – Launches Four-Part USD And EUR Bond Offering – Lucror Analytics
- Confluent Inc (CFLT) – Thursday, Mar 28, 2024
- Payment Companies – Updated Sector Overview and Potential IPOs
- Jabil Inc.: How Much Will Their Revenues Grow Given The Focus On AI & Data Center Markets? – Major Drivers
- Delivery Hero Se (DLVHF) – Thursday, Mar 28, 2024
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Episode 73: Nvidia’s Moment, and The “Platformization” of GPUs
- Nvidia surpasses $3 trillion valuation, a first in semiconductor industry
- Company’s rapid growth raises concerns about stock market dynamics
- Debate on Nvidia’s dominance in AI computing and comparisons to past tech industry booms.
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Delta Taiwan Vs. Thailand Monitor: Taiwan’s Nvidia Solutions Show Why TW Better Value Than Thailand
- Delta Taiwan has outperformed Delta Taiwan recently. The parent vs. subsidiary market cap ratio is now trading consistently over 1.0x. and can go higher in our view.
- Nvidia opportunities and other similar cutting edge technologies will first go to Delta Electronics Taiwan (2308 TT) and not to Delta Electronics Thailand (DELTA TB).
- Conclusion — Expect further Delta Taiwan outperformance over the long-term vs. Delta Thailand.
Memory Monitor: Micron’s Shares May Be Falling But Results’ Industry Implications Are Positive
- Data Centers — Traditional Data Center Recovery Starting; In Addition to HBM Demand, SSD Memory Seeing Strength for AI Applications
- PCs — Upcycle to Accelerate “Late CY2024E”, Driven by Windows 12 and End of Windows 10
- Mobile Devices — Moderate Growth in CY2024E; Potential for Smartphone Upgrade Cycle Acceleration
Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact
- Anthropic is releasing a new, highly intelligent and powerful model in the near future
- Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes
- Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.
- Humanoid robot development is rapidly advancing with improvements in AI, mobility, and interaction capabilities, exciting progress being made.
- China’s cloud service spending expected to surge 20% by 2024, with the country leading the hydrogen race through policies and demand.
- Former TSMC R&D director sheds light on Taiwan chip industry facing geopolitical shifts, reaching a crucial crossroads amidst declining semiconductor market.
Softbank Group – Event Flash – Launches Four-Part USD And EUR Bond Offering – Lucror Analytics
Softbank Group (SBG) has launched a four-part benchmark-sized bond offering comprising USD and EUR notes. The proceeds will mainly be used for debt repayment, including the redemption of foreign currency-denominated bonds, as well as for general corporate purposes, including the maintenance of a cash position for the redemption of outstanding notes due over the next two years along with new investments. In particular, SBG will redeem its USD 766.8 mn 4.75% 2024 bonds (due September) early at par.
Confluent Inc (CFLT) – Thursday, Mar 28, 2024
- Confluent (CFLT) is an infrastructure software company offering managed data streaming and processing services
- The company went public in 2019 and has experienced a decrease in stock price, presenting a potential opportunity for rerating
- Confluent’s strong product story around Apache Flink and usage by companies like FedEx and Uber position it for future growth
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.
Payment Companies – Updated Sector Overview and Potential IPOs
- We update Klarna’s and Stripe’s IPO valuations based on recent share transactions; Indian payments company Pine Labs is also reported to be looking to IPO
- Our 2Q24 recommended shares performance was very mixed, with it being a mainly challenging quarter for long investors in payment companies
- We retain Visa as a core holding and also keep PagSeguro and Shift4 as buys, replacing PayPal with European value play Nexi; we keep our sell rating on Affirm
Jabil Inc.: How Much Will Their Revenues Grow Given The Focus On AI & Data Center Markets? – Major Drivers
- Jabil recently disclosed its financial outcomes for the third quarter of the fiscal year 2024, delivering robust figures that reflect its strategic maneuvers and adjustment to changing market dynamics.
- The company posted revenues of approximately $6.8 billion, surpassing expectations by $265 million.
- This was aided by significant contributions from the connected devices and networking and storage sectors, which outperformed anticipations.
Delivery Hero Se (DLVHF) – Thursday, Mar 28, 2024
- Delivery Hero is a food and grocery delivery service founded in Berlin in 2011 with a leading position in 56 countries
- Despite being publicly traded and having a market cap of around €7.5bn, the company faces challenges such as being lossmaking and having significant net debt
- With concerns about liquidity, cash burn, regulatory issues, and intense competition in the market, Delivery Hero may be at risk of a significant price correction
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.