Supermicro Stock Crashes 25% After $2.5B Nvidia Chip Smuggling Scandal; Key Things to Know
Synopsis: Federal indictment unveils $2.5B scheme smuggling banned Nvidia H200/B200 AI chips to China via Southeast Asia’s fake paperwork and...
Synopsis: Federal indictment unveils $2.5B scheme smuggling banned Nvidia H200/B200 AI chips to China via Southeast Asia’s fake paperwork and...
Note that our Frontier & Emerging Market Stock Index now has 2,200+ tagged (🏷️ containing a link) stocks plus additional...
As noted in the past and besides investing in Europe and AI, it seems many fund research pieces are pushing...
Synopsis: With the stock giving a compounded return of 125 percent in the past 3 years, the company now expects...
As of mid-March, some new January/February fund updates (our continuously updated post containing all funds is here) have become available...
This post cover February research reports (many cover earnings) just before the Israel-USA governments attacked on Iran which will have...
This article was written byFollowSmall deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares...
This post covers the Africa Funds section for our EM Fund Stock Picks & Country Commentaries posts emailed weekly and...
This post covers the Various Emerging Market Focused Funds section for our EM Fund Stock Picks & Country Commentaries posts...
Synopsis: Deepak Nitrite’s Rs 2,500 crore capex plan and new capacity ramp-ups aim to drive the next phase of growth....
Synopsis: A micro-cap jewellery company drew attention after its board approved a 4:1 bonus issue, giving four new shares for...
Dan Rasmussen of Verdad Advisers had a good discussion with the Excess Returns podcast where he pointed out that its...
This post covers the Other International Funds and Closed or Inactive Funds sections for our EM Fund Stock Picks &...
Ed Dowd of Phinance Technologies has talked about his China’s 2026 Economic Outlook: Emerging economic crisis in 2026 on various...
As with pushing AI and private equity, I have noticed fund managers talking more and more about or rather doing...