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Mikey 'the moat' Maloney on NVIDIA Corporation (NVDA-USA | nvidiacorpor), Broadcom Inc. (AVGO-USA | broadcominca), Taiwan Semiconductor Manufacturing Co., Ltd. (2330-TAI | taiwansemico), ASML Holding NV (ASML-AMS | asmlholdingn), QUALCOMM Incorporated (QCOM-USA | qualcomminco), Advanced Micro Devices, Inc. (AMD-USA | advancedmicr), Texas Instruments Incorporated (TXN-USA | texasinstrum), SK hynix Inc. (000660-KRX | skhynixinc00), Micron Technology, Inc. (MU-USA | microntechno), Intel Corporation (INTC-USA | intelcorpora), MediaTek Inc (2454-TAI | mediatekinc2), Tokyo Electron Ltd. (8035-TKS | tokyoelectro), Monolithic Power Systems, Inc. (MPWR-USA | monolithicpo), Realtek Semiconductor Corp (2379-TAI | realteksemic), Alchip Technologies Ltd. (3661-TAI | alchiptechno), Hanmi Semiconductor Co., Ltd (042700-KRX | hanmisemicon), Global Unichip Corp. (3443-TAI | globalunichi)

It’s Not 1999: Why the Market Is Wrong About Semiconductors (Again)...

Mo 'the Macro Guru' Dinesh on Vanguard S&P 500 ETF (VOO-USA | vanguardsp50)

S&P 10,000: Why U.S. Equities Still Offer 60%+ Upside...

Erik@YWR on NVIDIA Corporation (NVDA-USA | nvidiacorpor)

The Infrastructure for the AI Revolution...

Mo 'the Macro Guru' Dinesh on

Don’t Fear the Long End: Why 30-Year Yields, Soaring Deficits, and Trade Frictions Are Bullish for Global Stocks...

Mo 'the Macro Guru' Dinesh on

“The Only Way Out: Why China Just Made the Most Important Strategic Pivot of the Decade”...

Mikey 'the moat' Maloney on COSCO SHIPPING Holdings Co., Ltd. Class H (1919-HKG | coscoshippin), A.P. Moller - Maersk A/S Class B (MAERSK.B-CSE | apmollermaer), Hapag-Lloyd AG (HLAG-ETR | hapaglloydag), Nippon Yusen Kabushiki Kaisha (9101-TKS | nipponyusenk), Evergreen Marine Corp. (Taiwan) Ltd. (2603-TAI | evergreenmar), Mitsui O.S.K.Lines,Ltd. (9104-TKS | mitsuiosklin), Orient Overseas (International) Limited (316-HKG | orientoverse), Kawasaki Kisen Kaisha, Ltd. (9107-TKS | kawasakikise), Yang Ming Marine Transport Corp. (2609-TAI | yangmingmari), SITC International Holdings Co., Ltd. (1308-HKG | sitcinternat), Wan Hai Lines Ltd. (2615-TAI | wanhailinesl)

Why Container Shipping ROE’s Will Surprise Positively...

Erik@YWR on Hon Hai Precision Industry Co., Ltd. (2317-TAI | honhaiprecis), Jabil Inc. (JBL-USA | jabilincjblu), Flex Ltd (FLEX-USA | flexltdflexu)

The Future is Contract Manufacturing...

Erik@YWR on Hong Kong Exchanges & Clearing Ltd. (388-HKG | hongkongexch)

The China Trading Tollbooth...

Erik@YWR on Swire Properties Limited (1972-HKG | swirepropert)

Your China Property Rebound Play...

Erik@YWR on Saipem S.p.A. (SPM-MIL | saipemspaspm)

Learn to love it again....

Mikey 'the moat' Maloney on Amazon.com, Inc. (AMZN-USA | amazoncominc)

The Most Important Business in the World: Why AWS is the Digital Infrastructure of the Future...

Erik@YWR on TotalEnergies SE (TTE-PAR | totalenergie)

Big Total Return through 2028 on TotalEnergies...

Special Sits Sally on Tetragon Financial (TFG-AMS | tetragonfin)

Unlocking the Value of Ripple Labs in Tetragon...

Erik@YWR on XRP (XRP | xrp)

The Overlooked Bridge Asset of Global Finance...

Erik@YWR on Commerzbank AG (CBK-ETR | commerzbanka)

A Takeover Play in European Banking...

Erik@YWR on Baidu, Inc. Class A (9888-HKG | baiduincclas)

The Ultimate Contrarian Bet in AI...

Erik@YWR on VINCI SA (DG-PAR | vincisadgpar)

The Boa Constrictor of Global Infrastructure...

Erik@YWR on Singapore Exchange Ltd. (S68-SES | singaporeexc)

A Trading Gateway to Asia’s Financial Ascent...

Erik@YWR on Phillips 66 (PSX-USA | phillips66ps)

PSX Turnaround: Pipeline to a Rerating. ...

Erik@YWR on Glencore plc (GLEN-LON | glencoreplcg)

Undervalued Commodity Powerhouse Poised for Structural Demand Tailwinds...