AAOI: Turning optical demand into business performance
Analysis of Applied Optoelectronics, high-speed optical demand, and the company’s ability to convert that demand into business performance.
Market Insights
Our research explores how companies perform, where industry conditions are changing and what those developments could mean for investors. Company reports examine business fundamentals, competitive positioning and valuation, while market commentary connects developments across financial and digital asset markets. We aim to make the reasoning behind a view clear.
16 publications
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AMD: The software behind the AI opportunity
Analysis of AMD’s AI opportunity and the role of its ROCm software platform in GPU adoption.
Kioxia: Patent litigation and the investment outlook
Research on Kioxia’s patent litigation and its implications for the company’s investment outlook.
ChangXin Memory: Free float and valuation
A short note on ChangXin Memory’s free float, share-price performance and valuation risks.
SanDisk: Price targets and market sentiment
Research on SanDisk’s analyst price-target revision and the signals it provides about market sentiment.
Bi-weekly Insight: Volume 11
Coverage: 16–30 Jul 2026Macro outlook and institutional adoption
The second half of July marked a clear transition in market leadership.
Bi-weekly Insight: Volume 10
Coverage: 1–15 Jul 2026Inflation and macro-led markets
The first half of July marked an important turning point in global financial markets.
Bi-weekly Insight: Volume 9
Coverage: 16–30 Jun 2026Macro trends and digital finance
The second half of June marked another important transition for global financial markets.
Bi-weekly Insight: Volume 8
Coverage: 1–15 Jun 2026Stabilisation and institutional digital finance
The first half of June marked a significant shift in market psychology.
Bi-weekly Insight: Volume 7
Coverage: 18–31 May 2026Fear, recovery and market rotation
Global markets spent the second half of May moving through an environment defined by constant rotation between fear and recovery.
Weekly Insight: Volume 6
Coverage: 27 Apr–3 May 2026Market strength and geopolitical risk
Global markets moved through one of the most complex and contradictory weeks of the entire conflict period, as strong price performance in equities and digital assets stood in sharp contrast to a rapidly deteriorating…
Weekly Insight: Volume 5
Coverage: 20–26 Apr 2026Ceasefire uncertainty
Global markets moved through a volatile but ultimately revealing week, as what was expected to be a decisive turning point instead evolved into a prolonged state of uncertainty.
Weekly Insight: Volume 4
Coverage: 13–19 Apr 2026Gulf tensions and supply pressure
Global markets entered the week expecting a continuation of the fragile optimism that followed the ceasefire announcement, but that narrative quickly unraveled as events in the Gulf began to move in the opposite…
Weekly Insight: Volume 3
Coverage: 6–12 Apr 2026Ceasefire and risk sentiment
Global markets entered their most constructive phase since the outbreak of the conflict, as a long-awaited diplomatic breakthrough finally emerged after weeks dominated by military escalation, oil supply fears, and…
Weekly Insight: Volume 2
Coverage: 30 Mar–5 Apr 2026Quarter-end positioning and de-escalation
Global markets entered the week on a noticeably more constructive footing, supported by quarter-end positioning flows and what appeared to be the first genuinely credible signs of de-escalation in the Middle East since…
Weekly Insight: Volume 1
Coverage: 23–29 Mar 2026Geopolitics and energy markets
This week, global markets moved under the shadow of intensifying geopolitical tension, with the Middle East once again becoming the primary driver of cross-asset sentiment.
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