INSTITUTIONAL RESEARCH

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SHOWING GLOBAL TECHNOLOGY RESEARCH
ALAB | Lead Times/Volume Picking Up (Sept 2024)
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3661.TW | Slump Continues on Gaudi 3 (INTC) Worries
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NVDA (Also AMD) | Vendors Color - H20 Banned in China?
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Short Alchip (3661.TW) - Less Demand on Inferentia 3 (AMZN) + Inferentia 2 EOL + Gaudi 3 (INTC) Math
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INTC + AWS
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INTC + AWS
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PDD (Also BABA, UPS, FDX) | Does It Have Teeth? (De Minimis Rule)
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Tidbits from AI/Hardware Conference (NVDA, AVGO, 3661.TW, Cerebras, META, #Cooling, INTC, ALAB, AMD)
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3017.TW (Also AAPL, SMCI, 6805.TW) - Huawei Mate XT + ODM Certification Rumor
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Add AVC (3017.TW) to Long List (Also VRT, NVDA) - Bullish on Air Cooling
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