12 December 2025 Asia Tech Hardware Asia Tech Hardware: Hits, Misses, and Lessons Learned - 2025 in review Alex Wang, CFA +852 2123 2613 alex.wang@bernsteinsg.com Shirley Yang, CFA +852 2123 2660 shirley.yang@bernsteinsg.com Ethan Xu +852 2123 2634 ethan.xu@bernsteinsg.com As we approach the close of 2025, this report reviews what worked, what didn't, and the omissions made in our published research, along with the lessons learned. To our readers: Thank you for the support and the many engaging discussions ...

May 29, 2025 04:06 AM GMT NVIDIA Corp. | North America NVIDIA numbers show clear acceleration ex China | What's Changed | | | | --- | --- | --- | | NVIDIA Corp. (NVDA.O) | From | To | | Price Target | $160.00 | $170.00 | Reaction to earnings Strengthens our thesis In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research NVIDIA is putting digestion fears fully to rest, showing acceleration of the b ...