Category: Research
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🇺🇸NVIDIA and its Dependence on 🇹🇼TSMC and 🇹🇼Taiwan
NVIDIA sources its semiconductor chips primarily from TSMC (Taiwan Semiconductor Manufacturing Company), which operates six major fabrication plants (fabs) in Taiwan. These fabs are critical to NVIDIA’s supply chain, enabling the production of high-performance GPUs and other advanced semiconductor products. In addition to its operations in Taiwan, TSMC is actively expanding its global manufacturing capabilities…
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🇺🇸 Microsoft – Moving Companies to the Cloud – from Enterprise Agreements (EA) to Cloud Solution Provider (CSP) – as seen at 🇨🇭 SoftwareOne
The distinction between enterprise agreements (EAs) and being a cloud service provider involves two different aspects of software distribution and service delivery: $ Enterprise Agreements (EAs) Cloud Service Provider (CSP) Why Microsoft is Prioritizing Cloud Over Enterprise Agreements In summary, Microsoft’s shift towards prioritizing cloud services is driven by market demand, the benefits of a…
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💿Analyzing Silver Performance: Currency Dynamics and Safe Haven Assets
The journey of silver as an investment has been notably volatile since 2021. The performance of the ZKB Silver ETF (CHF, ISIN: CH0183136024) reveals a year-on-year return exceeding 33%. For investors who acquired this asset in November 2020, the returns have reached 15%. However, when viewed in USD terms, silver has experienced an impressive year-on-year…
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🖥Current Status of the Semiconductor Market (2024) – Background to Intel – Qualcomm Merger Rumours
Overview of the Semiconductor Market in Early 2024 As of early 2024, the global semiconductor market is projected to surpass $600 billion, driven by advancements across various technologies, including artificial intelligence (AI), the Internet of Things (IoT), and 5G. However, the industry faces significant challenges as demand surges, particularly in the automotive sector, due to…
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🌱Biodiversity Focused Impact Investment Portfolio
As the world grapples with the pressing challenges of climate change and biodiversity loss, the intersection of environmental stewardship and investment strategies has garnered increasing attention. Biodiversity-focused investment portfolios offer a transformative opportunity for investors seeking both financial returns and positive ecological impact. By allocating resources to sustainable initiatives—ranging from renewable energy and sustainable agriculture…
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Lessons from the Roman Empire: Debasement of Coinage, Inflation, Transition to Barter, Local and Alternative Currencies, Rise of the Byzantine Currency
People like showing 100 year charts to show you how you will not lose money. Let me show you what happened in the Roman Empire. Let me know if the alternative coins that emerged as the empire went under remind you anything happening in the world today: As the Roman Empire began to decline and…
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🇨🇭 Geberit: Analysis of Increasing Debt and Lower Equity Ratio
Conclusion: While the increasing debt and declining equity ratio raise valid concerns about financial risk, the stronger context provided indicates a more nuanced situation. If Geberit can leverage its debt effectively to manage costs, maintain sales in a challenging environment, and capitalize on growth opportunities outside of Europe, then the increasing debt may be justified.…
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🇨🇭 UBS: Strong Leveraged, Debt and Equity Capital Markets, especially in the 🇺🇸 US
Impressive results at UBS Investment Bank. Global banking capital markets doing great, driven by cash equities in the US. Derivatives also doing great. Now, imagine what Q3 will look like with the increased volatility, bumper days for turnover beginning of August. New abbreviations I learned from this report: ➡️LCM (Leveraged Capital Markets): This segment focuses…
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ASA Temp Worker Demand, High Container Shipping Freight Index, High S&P 500 Profit Margins – Optimism in Valuations
Was browsing an Apollo chief economist slide deck in which the following three slides stuck out to me (!). I added the lines and circles to that graphs below to highlight my concerns. 1️⃣ Temp Worker Demand Sinking: A Temp Worker ASA Index that is rolling over generally suggests declining demand for labor and can…
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🇯🇵 Japanese Investors play a significant role in the Global Cryptocurrency Market: Market Size, Regulatory Framework, Technological Adoption, Cultural Factors
Japanese investors play a significant role in the global cryptocurrency market for several reasons: In summary, Japanese investors are crucial to the cryptocurrency landscape not only because of their market presence and potential for liquidity but also due to the regulatory framework that supports digital assets and the cultural factors that influence investment behavior. Their…