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Emergers.io

wdmrk

Emergers provides Research, Advisory and Agency services aiming to equip Investors and Business Leaders with a competitive edge. We forcus on emerging trends in tech, energy, and life sciences.

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PricingFreemiumPublishesTwice weekly
Issues38Founded3 years agoLast Issue2 years ago
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Latest Issues

AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple earnings

High Bandwidth Memory (HBM) chips have become vital components in the race to build more powerful AI, since these models require memory chips that can store and release data quickly.

🤖 HBMs are designed to speed up the process by integrat...

2 years ago

Model Portfolio up 28% (vs SPX 17%) on strong $RDDT and Silver - now adding SK Hynix on surging HBM chip demand

Since starting our Model Portforlio (under the Widmark Research brand) in April 2024, the portfolio is now up 26.5%. A big part of performance came from the long position in $TSSI which we closed (too early) on August, 19th.

The 92% perfor...

2 years ago
3

Basket of biotechs most likely to benefit from advances in AI in 2025

AI's impact on the real economy is lagging. Here, we present an equal-weighted basket of seven biotechs, up 38% in the past year, including Alnylam and Sarepta, expected to benefit from AI in 2025.

While AI has driven rapid gains in semico...

2 years ago
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Ever wonder how hackers get malware onto your computer? Here’s the modus that tricks even the most tech savvy

Are you like me, thinking you're too clever and alert to fall for advanced hacking schemes? Think again. Here’s how hackers use sophisticated tactics to slip malware past even the most cautious users

Hackers are constantly evolving, crafti...

2 years ago
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Overconfidence in CCS setting us up for disappointment

After near-total failure 15 years ago, Carbon Capture and Storage (CCS) is once again being hailed as the climate saviour. However, recent research published in Nature reveals sobering insights.

After near-total failure 15 years ago, Carbo...

2 years ago
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