Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

30 years Global Equity experience with focus on Global TMT, Consumer and Health Care. Experience across Buy Side (Long only and Hedge Fund), Sell Side (Head of Research), and Industry (IT Services). Equities focused, thematic research, Fundamental bottom up. Special interest in growth, high cash generation. And Forensic accounting and spotting frauds: https://www.fnlondon.com/articles/meet-the-analyst-who-called-wirecard-a-zero-amid-a-sea-of-buy-ratings-20200701

Taiwan Tech Weekly: Nvidia's SG Revenue Red Flag; Rise of Custom Silicon; SEMICON Taiwan This Week

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

NVIDIA's >5x YoY "Singapore" Revenue Growth Is A Red Flag

Thematic (Sector/Industry)

Netherlands Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications <a href="https://www.smartkarma.com/entities/broadcom-inc" target="_blank" data-smartkarma-citation="entities:998:1" rel="noopener">Broadcom (AVGO US)</a><a href="https://www.smartkarma.com/entities/hewlett-packard-enterprise-co" target="_blank" data-smartkarma-citation="entities:26511:1" rel="noopener">Hewlett Packard Enterprise (HPE US)</a>  <a href="https://www.smartkarma.com/entities/alphabet-inc" target="_blank" data-smartkarma-citation="entities:33361:1" rel="noopener">Alphabet (GOOGL US)</a> </li>
<li>U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 <a href="https://www.smartkarma.com/entities/asml-holding-nv" target="_blank" data-smartkarma-citation="entities:21097:1" rel="noopener">ASML Holding NV (ASML NA)</a><a href="https://www.smartkarma.com/entities/tokyo-electron-device-ltd" target="_blank" data-smartkarma-citation="entities:10301:1" rel="noopener">Tokyo Electron Device (2760 JP)</a> </li>
<li>Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift</li>
</ul>


Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications Broadcom (AVGO US)Hewlett Packard Enterprise (HPE US)  Alphabet (GOOGL US) 
U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 ASML Holding NV (ASML NA)Tokyo Electron Device (2760 JP) 
Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift


Taiwan Semiconductor (TSMC) - ADR (TSM US)

Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?