
We pitch purely opportunities that we actively search for and research in depth. Each pick is highly detailed and requires a significant amount of time. Learn together, earn together: Asset Alliance Investment Group
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 7 months ago | Last Issue | 5 days ago |
| Active | |||||

Nebius just finished its outstanding Q2 call and earnings release. You have all seen the earnings numbers by now, So I am not going to repeat the quarter here. I want to talk about the strategy, because the most important development is not...
Accelsius released a research paper on a Direct-on-Die approach for cooling GPUs, along with another one called "PFAS-Free Two-Phase Direct-to-Chip Cooling Using a Glide Refrigerant." [Link] The release comment said, "Download the pioneerin...
Welcome back everyone. One week, but a lot to work through. The July jobs report on Friday came in the weakest of the year and slightly rewrote the Fed conversation overnight. Japan pulled the US into a coordinated yen intervention on Monda...
First, let’s be clear. The memory trade will be a bumpy ride. But for my thesis nothing has changed. It is all about perception and questioning.
I have moved the Rubin Ultra de-spec to the top of my memory notes, and not because it is bear...
By Jin
This is a summary of CITIC Securities’ recent report on glass core substrates.
Subscribers, engagement, traffic and sponsorship for Asset Alliance Investment Group.
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research collective of 6 analysts across multiple industries. We find asymmetric opportunities and build institutional-level quality research. Read by professionals, asset managers and leading compagnies
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