Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 3-5X outweighing the downside risk). By leveraging market inefficienci ...

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 3-5X outweighing the downside risk). By leveraging market inefficienci ...

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a robust second quarter in which markets rebounded from the sell-off, the Russell Mid Cap Index continued to rise, delivering impressive returns for the quarter. The Fund (Investor Shares) returned 5.49% (net of fees) in the quarter, compared to a 5.33% return for the Russell Midcap Index. In addition, please check the fund’ ...

Core Insights - Memory chip stocks are experiencing significant growth at the beginning of the year, driven by an AI-related RAM shortage that is expected to persist into the end of the year and possibly beyond [1] Industry Summary - The demand for memory chips is being fueled by advancements in artificial intelligence, leading to a shortage of RAM [1] - The ongoing shortage is anticipated to have a lasting impact on the memory chip market throughout the year [1]

There are other metrics that also point to the market being overvalued. The S&P 500's (SNPINDEX: ^GSPC) trailing price-to-sales (P/S) ratio recently hit an all-time level of 3.3 times, more than double its long-term median of 1.6 times. The Shiller P/E (CAPE) ratio, which measures the current value of the S&P 500 index and divides it by the index's 10-year inflation-adjusted earnings, is also at extreme levels, right around 40 times. That's only the second time this metric has climbed above 40, and the othe ...

Key Takeaways LRCX is riding on the AI-driven demand for advanced packaging and memory tools used in next-gen chips.LRCX posted Q1 fiscal 2026 revenues of $5.32B, up 28% year over year, with EPS climbing 46.5%.TSM faces margin pressure from rising capex and higher costs tied to fabs in the U.S., Japan and Germany.Lam Research Corporation (LRCX) and Taiwan Semiconductor Manufacturing Company (TSM) are two of the critical players in the global semiconductor supply chain. Taiwan Semiconductor, based in Taiwan ...

又一家国产通用GPU公司登陆资本市场。1月8日，天数智芯正式在港交所主板上市。该股上市首日一度 涨超30%，收盘涨8.44%，总市值为399亿港元，接近400亿港元。 天数智芯是2025年12月以来第四家上市的通用GPU公司，此前摩尔线程、沐曦股份和壁仞科技相继登陆 A股和港股市场，另一家GPU公司燧原科技也已开启上市辅导。 天数智芯同时宣布，将于1月26日正式发布未来三代GPGPU产品路线图，涵盖创新架构设计、高质量算 力基础设施及面向互联网的云端AI训练推理产品。业界预测2026至2028年，该路线图所涉新品将与英 伟达H200、B200系列展开正面角逐，标志着国产GPU加速进入高端AI算力市场。 此次港股IPO，公司的基石投资者阵容堪称豪华，总共引入中兴通讯、UBS AM Singapore、华胜天成 （600410）、第四范式、安擎国际、汇添富、华夏基金、芯鑫控股、明山资本等18家基石投资者，共计 认购15.83亿港元。公司吸金能力相当不俗，IPO前，公司累计募资超55亿元，背后有大钲资本、红杉中 国、元禾辰坤、邦盛资本、Princeville Capital、上海国盛、中关村科学城、第四范式、拓尔思 ...

Intel Corporation (NASDAQ:INTC) is one of the most buzzing stocks to invest in according to hedge funds. On January 5, Melius Research upgraded Intel to Buy from Hold with a $50 price target. The firm dismissed recent reports regarding Nvidia’s dissatisfaction with the Intel 18A process node as stale information. Instead, the firm sees a good chance that both Nvidia and Apple will seriously evaluate the Intel 14A node for production by the 2028–2029 timeframe. The potential shift could be a significant t ...

Group 1 - Credo Technology Group Holding Ltd. is recognized as a promising stock by Wall Street, with a recent price target adjustment from Bank of America to $200 from $240 while maintaining a Buy rating [1] - In FQ2 2026, Credo achieved record revenue of $268 million, marking a 20% sequential increase and a 272% year-over-year surge, driven by AI training and inference cluster expansion [2] - The company reported that four domestic customers contributed significantly to its revenue, with the largest customer accounting for 42% of total revenue [3] Group 2 - Credo projects revenue between $335 million and $345 million and has raised its full FY2026 revenue growth forecast from 120% to over 170% year-over-year, indicating strong sector demand [4] - The company's Active Electrical Cable line is its fastest-growing segment, recognized for its reliability and energy efficiency compared to traditional optics [3]

（编辑 袁冠琳） 证券日报网讯 1月8日，紫光国微在互动平台回答投资者提问时表示，目前公司从事eSIM卡芯片的研 发、设计和销售。公司在芯片设计基础上会整合软件、安全生产等技术给客户提供整体解决方案。国外 eSIM技术的发展比国内早，国内仍处在发展初期。公司已率先完成国内三大运营商的全面准入，预期 后续国内的eSIM产品将有较快的增长，相信对公司有较大的贡献。 ...