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Asset Alliance Investment Group

Asset Alliance - AAIG
Hundreds of paid subscribers

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

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PricingFreemiumPublishesDaily
Issues57Founded7 months agoLast Issue5 days ago
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Latest Issues

Nebius - Strategy Masterclass

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...

5 days ago
3

AAIG Technical Series: A Read On Accelsius' Direct On Die and PFAS-Free Refrigerant Research Papers

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...

7 days ago
6

AAIG'S MACRO PULSE #17

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...

8 days ago
8

The memory trade doubts

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...

9 days ago
11

Comparing CITIC Securities’ report with LPKF’s Q2 earnings call

By Jin

This is a summary of CITIC Securities’ recent report on glass core substrates.

11 days ago
2
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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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