News & Insights #27
Chip company ponzi-schemes? *** 16% dividend yield stock *** Biorem delivers once again *** First commercial Casgevy infusion *** and more
Coming up soon;
Another Tracking Jam stocks
Write-up on the cheap largecap stock of a dominant LatAm staples co, trading with a hsd % divi yield
Financial model templates on HK medtech stocks, and
More…
Links, references & more
Are Nvidia GPUs the modern-day ponzi scheme? An interesting article from the FT. It would certainly be fascinating if the current day GPU / AI investment boom mirrors prior investment booms, and ends similarly (in a horrible bust). It does bring back memories to the TMT (tech, media, and telecom) bubble years of the late 90’s - early 00’s with the subsequent busts of the likes of Worldcom, and the property/mortgage boom-bust in the mid - late 00’s, that destroyed mortgage lenders and even several investment banks such as Lehman Brothers.
h/t twitter’s @Moyo_flyin.