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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 $500,000 home. Am I being extravagant?
- ICE Canada Morning Comment: Canola on the Rise
- Treasury Selloff Accelerates, European Bonds Follow Suit — 2nd Update
- Nvidia Shares Sink After Huang Is Ousted as CEO
- ADENAdecco Group AG
Raising Adecco's Fair Value Estimate on Strengthening Hiring Demand
- Rating
- Price
- CHF 22.80
- Fair Value
- LOCK|.z<
- Uncertainty
- LOCK|sy
- Economic Moat
- LOCK|@T
- Capital Allocation
- LOCK|SK&&<?N
- 4751CyberAgent Inc
Casual Game Costs Squeeze Margins, but CyberAgent's Earning Power Is Intact
- Rating
- Price
- ¥1,319.50
- Fair Value
- LOCK|ScM
- Uncertainty
- LOCK|QS
- Economic Moat
- LOCK|>!
- Capital Allocation
- LOCK|kX&$t$G
- CC3StarHub Ltd
StarHub Looking for Mobile Turnaround
- Rating
- Price
- SGD 1.03
- Fair Value
- >s
- Uncertainty
- Z@t
- Economic Moat
- LOCK|!L?
- Capital Allocation
- LOCK|kt<xN<
- 3436SUMCO Corp
Sumco Sees Emerging Supply Tightness, but Prices Remain Inadequate to Justify Long-Term Agreements
- Rating
- Price
- ¥2,170.00
- Fair Value
- LOCK|&k
- Uncertainty
- LOCK|X<q
- Economic Moat
- LOCK|?$^
- Capital Allocation
- LOCK|hskbGLf
- 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
- ^DN
- Uncertainty
- LOCK|&%
- Economic Moat
- LOCK|c<LrV
- Capital Allocation
- LOCK|<^@jd^L
- 6488GlobalWafers Co Ltd
GlobalWafers Sees Tighter Supply and Rising Prices, Raises USD 500 Million From Micron
- Rating
- Price
- NT$622.00
- Fair Value
- LOCK|$r
- Uncertainty
- LOCK|@z
- Economic Moat
- LOCK|mqZ>
- Capital Allocation
- LOCK|%hC#KW
- 035420NAVER Corp
Naver Looking to Neocloud to Boost Growth
- Rating
- Price
- ₩181,800.05
- Fair Value
- LOCK|?c&d
- Uncertainty
- LOCK|>x ?>S?k
- Economic Moat
- LOCK|!%D
- Capital Allocation
- LOCK|Fx!p^ZG
- ALLAristocrat Leisure Ltd
Aristocrat's Gaming Machines Command Pricing Power
- Rating
- Price
- A$65.02
- Fair Value
- D!
- Uncertainty
- LOCK|m<D!
- Economic Moat
- LOCK|vt$
- Capital Allocation
- LOCK|XLhVgk>
- XROXero Ltd
Xero Not Done With Raising Prices Just Yet
- Rating
- Price
- A$75.17
- Fair Value
- rgc
- Uncertainty
- LOCK|%t
- Economic Moat
- LOCK|!YK$
- Capital Allocation
- LOCK|#ClN&^
- GNCGraincorp Ltd Class A
GrainCorp Faces Continued Margin Pressure Despite Strong Harvest
- Rating
- Price
- A$7.00
- Fair Value
- !.@
- Uncertainty
- LOCK|P&!R?
- Economic Moat
- LOCK|!>
- Capital Allocation
- LOCK|&^hm?pQ
- CPUComputershare Ltd
Computershare Remains Overvalued as Market Assumptions Look Aggressive
- Rating
- Price
- A$43.81
- Fair Value
- LOCK|.Yt
- Uncertainty
- LOCK|&dg!#
- Economic Moat
- LOCK|vP!
- Capital Allocation
- LOCK|JXmW@k
- 6098Recruit Holdings Co Ltd
Strong Price Increases Show AI Is a Boon for Recruit
- Rating
- Price
- ¥16,715.00
- Fair Value
- LOCK|<<$%
- Uncertainty
- LOCK|@D#
- Economic Moat
- LOCK|z#m!
- Capital Allocation
- LOCK|g$GXn##































