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

Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

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

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

Thematic (Sector/Industry)

United kingdom Software and services / Thematic (Sector/Industry)

<ul>
<li>EV demand slump prompts CATL production cuts, lithium prices fall below breakeven</li>
<li>What happened to Nvidia's MOAT? AMD is gaining inference traction </li>
<li>Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time</li>
</ul>


EV demand slump prompts CATL production cuts, lithium prices fall below breakeven
What happened to Nvidia's MOAT? AMD is gaining inference traction 
Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time


Taiwan Semiconductor (TSMC) - ADR (TSM US)

Contemporary Amperex Technology (CATL) (300750 CH)

Global X Lithium & Battery Tech ETF (LIT US)

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble