Asia Next
While Wall Street grabs the headlines, Asia is quietly building the next generation of tech giants. We uncover these hidden tech stocks shaping tomorrow, before the market catches on.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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asianext.substack.comLatest Issues
The Hidden Cost of AI: What Higher Treasury Yields Mean for the AI Stack
Everyone is watching the Fed. AI is priced somewhere else
If you are new here, welcome to Asia Next. We uncover Asia’s most overlooked investment opportunities: hidden world leaders quietly controlling a vital bottleneck of the global tech...
Every Robot on Earth Runs on These 3 Asian Companies
Asia will dominate physical AI for the next 20 years : these 3 companies win no matter which humanoid does
If you are new here, welcome to Asia Next. We uncover Asia’s most overlooked investment opportunities: hidden world leaders quietly...
The New Bloom Energy ?
This company is the world leader in the technology that gets 50% more power out of a gas turbine but trades at only 15 times next year's earnings.
If you are new here, welcome to Asia Next. We uncover Asia’s most overlooked investment oppo...
Everyone Just Bought the Wrong AI Cooling Stocks (The cooling bottleneck part 2)
The AI cooling trade got crowded in one layer. The other two are owned by two Japanese companies the market has filed under the wrong industry entirely.
Asia Next, X-RAY #5 Part 2
The Company That Cools AI (The cooling bottleneck Part 1)
Nvidia just made liquid cooling compulsory. Three shortages stand between GPUs and installation. One Taiwanese mid cap owns all three.
X-RAY #5 Part 1
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Indep analyst obsessed with Asia's hidden tech champions | I explain tech's real bottlenecks in plain language and reveal high-potential gems positioned to break them | Subscribe with link in bio ONLY !
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