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Erik@YWR on UnitedHealth Group Incorporated (UNH-USA | unitedhealth)
The AI Doctor Nobody Sees Coming...
Erik@YWR on Palantir Technologies Inc. Class A (PLTR-USA | palantirtech)
Palantir: The Oracle of the AI Age, but Priced Like It’s 1999...
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...