Tencent: China’s Meta
Tencent is a Chinese technology conglomerate with a diversified portfolio across social, gaming, fintech, cloud, and strategic global investments.
The Illusion of Fintech Disruption: Who's Really Winning?
The fintech revolution promised to democratize finance. However, a deeper examination reveals that while the user interface has evolved, the underlying infrastructure remains largely unchanged.
NVIDIA: Still a Lottery Ticket
NVIDIA remains the primary beneficiary of the global AI expansion, with unmatched margins, pricing power, and ecosystem advantages.
Sea: The E-Commerce Platform No One is Talking About
SE is regaining footing in core e-commerce while scaling fintech and gaming to profitability.
ASML: Monopoly in the Semi-Conductor Sector
ASML is the sole global supplier of extreme ultraviolet (EUV) lithography machines, essential for producing the most advanced semiconductors.