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- Jensen Huang built Nvidia into a behemoth. His resignation puts the entire AI boom in jeopardy.
- I'm 63 and spending $95,000 on a roof deck for my $500,000 home. Am I being extravagant?
- ICE Canada Morning Comment: Canola on the Rise
- Treasury Selloff Accelerates, European Bonds Follow Suit — 2nd Update
- Nvidia Shares Sink After Huang Is Ousted as CEO
- ADENAdecco Group AG
Raising Adecco's Fair Value Estimate on Strengthening Hiring Demand
- Rating
- Price
- CHF 22.80
- Fair Value
- LOCK|.!
- Uncertainty
- LOCK|!B#
- Economic Moat
- LOCK|>K
- Capital Allocation
- LOCK|#X!GfV
- 4751CyberAgent Inc
Casual Game Costs Squeeze Margins, but CyberAgent's Earning Power Is Intact
- Rating
- Price
- ¥1,319.50
- Fair Value
- LOCK|p!^
- Uncertainty
- LOCK|@@
- Economic Moat
- LOCK|qS>
- Capital Allocation
- LOCK|&!<wR<
- CC3StarHub Ltd
StarHub Looking for Mobile Turnaround
- Rating
- Price
- SGD 1.03
- Fair Value
- $
- Uncertainty
- @Cz
- Economic Moat
- LOCK|#>?
- Capital Allocation
- LOCK|Qzx!$>G
- 3436SUMCO Corp
Sumco Sees Emerging Supply Tightness, but Prices Remain Inadequate to Justify Long-Term Agreements
- Rating
- Price
- ¥2,170.00
- Fair Value
- LOCK|q<
- Uncertainty
- LOCK|RZ@
- Economic Moat
- LOCK|WYm
- Capital Allocation
- LOCK|zp#HBX!
- 5483Sino-American Silicon Products Inc
SAS Sees Supply Tightening and Prices Rising; Micron Invests USD 500 Million via Convertible Bonds
- Rating
- Price
- NT$161.00
- Fair Value
- HRv
- Uncertainty
- LOCK|bZ
- Economic Moat
- LOCK|?L!r
- Capital Allocation
- LOCK|$%!^<Q
- 6488GlobalWafers Co Ltd
GlobalWafers Sees Tighter Supply and Rising Prices, Raises USD 500 Million From Micron
- Rating
- Price
- NT$622.00
- Fair Value
- LOCK|Tn
- Uncertainty
- LOCK|<vW
- Economic Moat
- LOCK|ZDCm!
- Capital Allocation
- LOCK|%JmtNS
- 035420NAVER Corp
Naver Looking to Neocloud to Boost Growth
- Rating
- Price
- ₩181,800.05
- Fair Value
- LOCK|%#yB#
- Uncertainty
- LOCK|Bx V^?G^
- Economic Moat
- LOCK|>$#
- Capital Allocation
- LOCK|&H%dPV
- ALLAristocrat Leisure Ltd
Aristocrat's Gaming Machines Command Pricing Power
- Rating
- Price
- A$65.02
- Fair Value
- nD^
- Uncertainty
- LOCK|xZPC$
- Economic Moat
- LOCK|Rj
- Capital Allocation
- LOCK|@rYq@@>t
- XROXero Ltd
Xero Not Done With Raising Prices Just Yet
- Rating
- Price
- A$75.17
- Fair Value
- LOCK|?x
- Uncertainty
- LOCK|$r
- Economic Moat
- LOCK|YpSQ
- Capital Allocation
- LOCK|<!$w$H
- GNCGraincorp Ltd Class A
GrainCorp Faces Continued Margin Pressure Despite Strong Harvest
- Rating
- Price
- A$7.00
- Fair Value
- #.Z
- Uncertainty
- LOCK|%h!#^
- Economic Moat
- LOCK|S#
- Capital Allocation
- LOCK|vGB?@zD
- CPUComputershare Ltd
Computershare Remains Overvalued as Market Assumptions Look Aggressive
- Rating
- Price
- A$43.81
- Fair Value
- LOCK|.q%
- Uncertainty
- LOCK|ybm#
- Economic Moat
- LOCK|mD^
- Capital Allocation
- LOCK|!?N<??n
- 6098Recruit Holdings Co Ltd
Strong Price Increases Show AI Is a Boon for Recruit
- Rating
- Price
- ¥16,715.00
- Fair Value
- LOCK|Z@j
- Uncertainty
- LOCK|!cb
- Economic Moat
- LOCK|NR?CT
- Capital Allocation
- LOCK|X@kNs&$































