11-Part Analysis of Micro-Mechanics(5DD): A SG-listed coy riding the AI wave of Semiconductor boom?
https://youtu.be/4NuOt07iix8?is=qbOOsQj30y2gLMAz Brought to you by INVESTeaDI... Micro-Mechanics (Holdings) Ltd. engages in the designs, manufactures, and markets high precision tools, parts, and assemblies for the semiconductor, medical, and aerospace industries. Its products include wire cutter blades, rubber tips, clamps with inserts, and large wire equipment. It operates through the following segments: Consumable Tools, Wafer Fabrication Equipment (WFE) Parts, and Corporate and Others. The Consumable Tools segment focuses on the design and manufacturing of miniature consumable tools used in the assembly and testing of semiconductors. The WFE Parts segment refers to making parts for semiconductor wafer fabrication equipment. The Corporate and Others segment pertains to corporate functio
Latticework of Mental Models to better your investment and life (Part 1- Sense)
https://youtu.be/Ro7ytbQaYio?is=3AhkoJcKv1r7-LTE A mental model is a simplified explanation of how something works. Like a map, mental models highlight key information while ignoring irrelevant details. They’re tools for compressing complexity into manageable chunks. Mental models help us understand the world. INVESTeaDI advocates the latticework of these Mental Models for General-Thinking Concepts, to influence our life and investment. This is referenced and expanded from the materials in ‘The Great Mental Models : General Thinking Concepts’ book by authors Shane Parrish and Rhiannon Beaubie
Credo Technology (CRDO): A Hidden AI Connectivity Darling? A 11-Part stock analysis by INVESTeaDI
https://youtu.be/hxFrFQNAka8 A deep dive of Credo Technology by INVESTeaDI Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.
Is iShares U.S. Medical Devices ETF (IHI) a Buy? IHI ETF 5-Part Review
https://youtu.be/1ZlgPop_AH8?is=YS_xRfdp2zB5Vdvf Another ETF Deep Dive by INVESTeaDI. IHI is a niche sector fund that specifically targets domestic companies engaged in the medical devices portion of the broader health care space. It aims to invest in companies that manufacture and distribute medical devices such as magnetic resonance imaging (MRI) scanners, prosthetics, pacemakers, X-Ray machines, and other non-disposable medical devices. The fund is rebalanced quarterly and weighted by float-adjusted market cap, subject to capping restraints of 22.5% for any individual company. The fund uses a sampling method, and may not hold all of the securities in the index.
AIPO ETF, to bet on power-hungry AI trend? Deep dive on what ETF is holding, by INVESTeaDI.
https://youtu.be/P2TPJWwgbvA AIPO focuses on US-listed companies generating a significant share of their revenue from AI and power infrastructure. It holds firms involved in decentralized energy, electric grid equipment, nuclear and battery technology, data center operations, engineering for energy and data projects, and AI computing hardware. The index uses a rules-based approach, screening eligible companies by revenue exposure, size, and liquidity. It applies a tiered weighting system, allocating half its weight to power generation and grid equipment, with the rest split among construction, utilities, and AI hardware and data centers. Within each segment, holdings are weighted by free-float market cap, subject to caps. The fund uses a passive strategy, aiming to replicate the index by h
Intuit, is it intuitively undervalued? Check out the software coy hammered by SaaS-pocalyse fear.
https://youtu.be/JNUhuii00rs?is=etQwNJYhuLjiqFL7 A USA coy hammered by SaaS-pocalypse, worth buying or bye-bye, another deep dive by INVESTeaDI. A financial technology platform for consumer tax, small-business accounting, payments and credit — TurboTax, QuickBooks, Credit Karma, Mailchimp and Intuit Enterprise Suite, serving over100 million customers.