2357.TW ASUSTeK Computer Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
06:20
Aug 13
Aug 13
Bloomberg Markets
ASUS AI server demand surging.
ASUS is seeing surging AI server demand with Q2 server growth around 200%, full-year server growth now expected to reach 150%, and strong visibility into the first half of next year as generative and physical AI drive compute needs.
2357.TW
ASUSTeK Computer Inc.
Long
1ST
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23:07
Apr 30
Apr 30
Bearish view on ASUSTeK as Apple's share gains and memory inflation squeeze Asus's PC.
2357.TW
ASUSTeK Computer Inc.
Avoid
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23:34
Mar 16
Mar 16
TBPN
MacBook Neo pressures low-end PC makers.
Jordi highlights Ben Thompson's point that Apple's $599 MacBook Neo, with $499 education pricing, is potentially very disruptive to other laptop makers. At that price, PC makers like Asus should be worried because customers who previously could not consider Apple can now buy a capable Apple laptop. Asus's CFO dismisses it as only 8GB RAM and a content-consumption device, but Ben Thompson argues that is what people use laptops for, so Asus may be underestimating the threat.
2357.TW
ASUSTeK Computer Inc.
Avoid
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About 2357.TW Investor Commentary
Across the available history and selected sources, Buzzberg tracks 2357.TW (ASUSTeK Computer Inc.) across 5 sources: 1 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 10% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: S.Y. Hsu, TheValueist, Jordi Hays.