Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
NVIDIA
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.3)
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)
Summary
* DeepSeek has multifold lower opex and cluster costs than Western rivals,
Notes - DeepSeek Supply Shock Yet To Come
Summary
* DeepSeek introduces a cost-effective training and inference architecture that could reduce
Note: NVIDIA AI Grid & Telco Edge Compute Opportunity
Summary
* NVDA's ambitious AI grid project in Japan, backed by
Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks
Summary
* Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
Summary
* In Part 2 of the SysMoore series we compare the different
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Supermicro (Pt.1) - Understanding SMCI's Differentiation Vs. DELL & ODMs
Summary
* This is a three-part report on Supermicro. Part 1 discusses its