3661.TW Alchip Technologies, Limited Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
04:50
16 авг
16 авг
Alchip owned; AMZN ASIC ramp H2 2026
Long Alchip (3661.TW); author explicitly owns shares and identifies the company as a likely beneficiary ramping now with Amazon's ASIC program in H2 2026, the sole disclosed position in this research basket.
Сред.
02:00
11 авг
11 авг
Named Nvidia NVLink Fusion Ecosystem partner.
Notes the company's inclusion as a custom silicon partner in the Nvidia NVLink Fusion Ecosystem, no directional view.
Низ.
11:52
09 июн
09 июн
Author lists AI-exposed mid-cap names as compelling ROI candidates but only discloses financial.
Author lists AI-exposed mid-cap names as compelling ROI candidates but only discloses financial interest in NBIS, TSEM, and AAOI, framing the rest as a watchlist rather than current positions.
Низ.
12:06
02 июн
02 июн
The author provides a detailed evidence-quality assessment of CPO supply-chain claims.
The author provides a detailed evidence-quality assessment of CPO supply-chain claims, concluding the thesis is credible but overextended on stock-specific production winners, so all tickers are watch.
Низ.
22:52
13 мая
13 мая
The author reflects on Mediatek's past TPU-driven rally and speculates whether a similar.
The author reflects on Mediatek's past TPU-driven rally and speculates whether a similar pattern could emerge for Trainium, but expresses no explicit directional view.
Выс.
03:32
11 мая
11 мая
Management claims sole physical design partner status for AWS Trainium4 at both 3nm and 2nm.
Management claims sole physical design partner status for AWS Trainium4 at both 3nm and 2nm nodes; will not exit custom CPU/COT business.
Сред.
Об аналитическом покрытии 3661.TW
Buzzberg отслеживает 3661.TW (Alchip Technologies, Limited) в 6 источниках. Бычьих сигналов: 2, медвежьих: 0, от 6 аналитиков. Сентимент преимущественно бычий (29%). Всего отслеживается 7 торговых идей. Последние спикеры: aleabitoreddit, pequityresearch, TheValueist.