🎓 𝗘𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗲𝘅𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝗮𝘁 𝗠𝗼𝗻𝗮𝘀𝗵 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 𝗞𝗵𝗮𝘃𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 was honoured to be invited by the Monash University Investment Group to collaborate and deliver a talk as part of the 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 (𝗜𝗔𝗣), jointly organized with the Monash Student Managed Fund (MSMF). Our 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 Khaveen Jey, CFA, FMVA and 𝗩𝗶𝗰𝗲 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 Anthony G., both proud alumni of Monash University and Monash University Malaysia, led the 𝟮𝟬𝟮𝟱 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽, sharing practical insights on equity valuation, financial modeling, and research methodology to equip students for careers in investment analysis and asset management. 𝗞𝗵𝗮𝘃𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 extends its sincere appreciation to the 𝗠𝗨𝗜𝗚 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 Henry Wong Ze Hang and the rest of the MUIG committee for the invitation and for organizing such a successful and impactful event. The level of engagement and professionalism shown by the students was truly inspiring. 👏 A great example of industry-academic collaboration to foster the next generation of finance leaders. #MUIG #MSMF #InvestmentAnalystProgram #ValuationsWorkshop #MonashUniversity #KhaveenInvestments #MonashAlumni #FinanceEducation #EquityResearch #TalentPartner #FinancialMarkets #ProfessionalDevelopment
Perihal kami
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries. We employ a multifaceted investment approach that integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative. Our core expertise lies in disruptive technologies that are reshaping the landscape of modern industries including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT).
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http://www.khaveen.com
Pautan luaran untuk Khaveen Investments
- Industri
- Pengurusan Pelaburan
- Saiz syarikat
- 2-10 pekerja
- Ibu pejabat
- Kuala Lumpur
- Jenis
- Milik Persendirian
Lokasi
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Utama
Dapatkan arah
Kuala Lumpur, MY
Pekerja di Khaveen Investments
Kemas Kini
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𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁: 𝗢𝗽𝗲𝗻𝗔𝗜 𝗦𝘁𝗮𝗸𝗲 𝗩𝗮𝗹𝘂𝗲𝗱 𝗔𝘁 $147 𝗕𝗹𝗻 We just published our latest research breaking down the deeper implications of Microsoft’s growing stake in OpenAI: 💰 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁’𝘀 𝘂𝗻𝗿𝗲𝗮𝗹𝗶𝘇𝗲𝗱 𝗴𝗮𝗶𝗻 𝗼𝗻 𝗼𝗽𝗲𝗻𝗔𝗜 𝗿𝗲𝗮𝗰𝗵𝗲𝘀 $133𝗕 — lifting our DCF valuation by +4.98% 🤖 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝟯𝟲𝟱 𝗖𝗼𝗽𝗶𝗹𝗼𝘁 𝗶𝘀 𝗻𝗼𝘄 𝘂𝘀𝗲𝗱 𝗯𝘆 𝟴𝟱% 𝗼𝗳 𝗙𝗼𝗿𝘁𝘂𝗻𝗲 𝟱𝟬𝟬 — showcasing rapid AI integration across the enterprise landscape 📈 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗳𝗼𝗿 𝗢𝗽𝗲𝗻𝗔𝗜 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝗯𝘆 𝟮𝟬𝟮𝟵 — driven by ChatGPT, APIs, and potential ad revenue, with net margins projected to reach 8.46% 📉 𝗪𝗶𝘁𝗵 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝘀𝘁𝗼𝗰𝗸 𝗱𝗼𝘄𝗻 𝟮𝟯% 𝗳𝗿𝗼𝗺 𝗶𝘁𝘀 𝗺𝗶𝗱-𝟮𝟬𝟮𝟰 𝗽𝗲𝗮𝗸, 𝘄𝗲 𝗿𝗮𝘁𝗲 𝗶𝘁 𝗮 𝗦𝘁𝗿𝗼𝗻𝗴 𝗕𝘂𝘆 📌 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲: https://lnkd.in/dz6t4CTZ #Microsoft #OpenAI #TechStocks #AI #Investing #Valuation #DCF #StrongBuy #KhaveenInvestments #FinanceResearch #chatgpt
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🚀 𝗡𝗩𝗜𝗗𝗜𝗔: 𝗛𝗼𝘄 𝗗𝗲𝗲𝗽𝗦𝗲𝗲𝗸 𝗕𝗼𝗼𝘀𝘁𝘀 𝗚𝗣𝗨 𝗗𝗲𝗺𝗮𝗻𝗱 🚀 In our latest analysis, we explore 𝗡𝗩𝗜𝗗𝗜𝗔'𝘀 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 in the AI and data center GPU market amid DeepSeeks market shockwaves. Despite recent stock fluctuations, its long-term prospects remain strong. ✅ 𝗗𝗼𝗺𝗶𝗻𝗮𝗻𝗰𝗲 𝗶𝗻 𝗔𝗜 𝗮𝗻𝗱 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗚𝗣𝗨𝘀 𝗡𝗩𝗜𝗗𝗜𝗔 continues to lead, driven by 𝗺𝗮𝗷𝗼𝗿 𝗰𝗹𝗼𝘂𝗱 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿𝘀 𝗹𝗶𝗸𝗲 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁, 𝗚𝗼𝗼𝗴𝗹𝗲, 𝗔𝗺𝗮𝘇𝗼𝗻, 𝗮𝗻𝗱 𝗠𝗲𝘁𝗮, which are heavily investing in AI infrastructure. 📉 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝗔𝗺𝗶𝗱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗶𝗳𝘁𝘀 Despite an 𝟭𝟴% 𝘀𝘁𝗼𝗰𝗸 𝗱𝗿𝗼𝗽 due to DeepSeek’s AI model developments, 𝗔𝗜 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗶𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝗱𝗿𝗶𝘃𝗲 𝗚𝗣𝗨 𝗱𝗲𝗺𝗮𝗻𝗱, reinforcing NVIDIA’s position. ⚡ 𝗦𝘂𝗽𝗲𝗿𝗶𝗼𝗿 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗘𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 NVIDIA’s GPUs 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗼𝗿𝘀 𝗶𝗻 𝗯𝗼𝘁𝗵 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗮𝗻𝗱 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, supported by 𝗶𝘁𝘀 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗖𝗨𝗗𝗔 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝗮𝗻𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗰𝗹𝗼𝘂𝗱 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀. 🔍 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 𝗳𝗼𝗿 𝗡𝗩𝗜𝗗𝗜𝗔? Read our full analysis here: https://lnkd.in/g4-bwygG #Nvidia #AI #DataCenters #GPU #CloudComputing #TechInvesting #KhaveenInvestments #DeepSeek
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🚀 𝗞𝗵𝗮𝘃𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗧𝗲𝗰𝗵 𝗧𝗮𝗹𝗸: 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟱 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀! 💡 The future of technology and finance is unfolding faster than ever! In our latest Tech Talk, we explored some of the most groundbreaking developments shaping computing, AI, and financial markets. Here are the key takeaways: 🔹 𝗨𝗹𝘁𝗿𝗮𝗥𝗔𝗠 – 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗠𝗲𝗺𝗼𝗿𝘆 𝗦𝘁𝗼𝗿𝗮𝗴𝗲? A revolutionary breakthrough in computing could eliminate the need for separate RAM and storage. UltraRAM combines the speed of RAM with the permanence of flash storage, promising faster processing, lower energy consumption, and a new era of computing efficiency. While still in development, companies like Micron and research institutions are closely monitoring its progress. Could this be the next game-changer in semiconductor stocks? 🔹 𝗦𝘁𝗮𝗿𝗴𝗮𝘁𝗲: 𝗧𝗵𝗲 𝗔𝗜 & 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲 The Stargate project, backed by OpenAI, SoftBank, Microsoft, NVIDIA, and other major tech players, is focused on AI infrastructure and large-scale data center expansion. With a $100 billion commitment, this initiative aims to enhance AI capabilities and computing power while strengthening U.S. data center dominance. Could this be a major shift in global AI infrastructure? 🔹 𝗗𝗲𝗲𝗽𝘀𝗲𝗲𝗸 – 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗔𝗜 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝗿 𝘁𝗼 𝗢𝗽𝗲𝗻𝗔𝗜? A new Chinese AI startup, Deepseek, is making waves with its affordable and high-performing LLM. Some tests suggest it may outperform OpenAI’s GPT-4 in math, coding, and engineering tasks—at a fraction of the cost. Could this be the next big disruptor in AI? Or will regulatory challenges limit its global adoption? 🔹 𝗦𝗘𝗖’𝘀 𝗡𝗲𝘄 𝗖𝗿𝘆𝗽𝘁𝗼 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 – 𝗔 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁 𝗳𝗼𝗿 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀 With meme coins like TrumpCoin and MelaniaCoin causing market turbulence, the SEC is stepping in with a new crypto task force, stricter regulations, and a digital public registry. One major proposal? The U.S. government buying Bitcoin for a National Digital Reserve, potentially stabilizing crypto markets and reinforcing the dollar’s dominance. 💭 What do you think? Will UltraRAM redefine computing? Is Deepseek a real threat to OpenAI? And how will the SEC’s crypto crackdown impact the market? Drop your thoughts below! ⬇️ ✨ Special thanks to our Investment Team members: Derrick Johny, Min Shean C., Anthony G., Khaveen Jey, CFA, FMVA, who participated in this Tech Talk! Looking forward to another session filled with insights, innovation, and cutting-edge discussions. #Technology #AI #Crypto #Finance #Innovation #TechTalk #Investing #KhaveenInvestments #UltraRAM #Stargate #Deepseek #SECCryptoRegulation #DigitalAssets
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https://lnkd.in/gcn9D_9n #intel #chipmaker #hedgefund #investment • Intel's stock price has declined by more than 50% in 2024 due to weak revenue growth, product delays, and intense competition. • 2025 looks more promising with the launch of Intel’s new Lunar Lake and Arrow Lake for AI PCs which could boost the DCAI segment recovery. • While Intel's history of product delays impacted its market share and revenue, collaboration with TSMC on 3nm chips has closed the technology gap. • Given the huge decline in its share price, we see a huge buying opportunity for the company as it recovers moving forward.
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𝗧𝗲𝗰𝗵 𝗧𝗮𝗹𝗸 𝗥𝗲𝗰𝗮𝗽 (𝗢𝗰𝘁 𝟮𝟬𝟮𝟰): 𝗘𝘅𝗽𝗹𝗼𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝗿𝗼𝗻𝘁𝗶𝗲𝗿𝘀 𝗼𝗳 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗮𝗻𝗱 𝗦𝗰𝗶𝗲𝗻𝗰𝗲 At 𝗞𝗵𝗮𝘃𝗲𝗲𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀, we’re committed to continuous learning and innovation. Our latest monthly Tech Talk session covered exciting advancements in technology and science, and here’s a snapshot of the key topics: • 🔍 𝗨𝗻𝗰𝗼𝘃𝗲𝗿𝗶𝗻𝗴 𝗠𝗮𝗽 𝗗𝗶𝘀𝘁𝗼𝗿𝘁𝗶𝗼𝗻𝘀 & 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝘃𝗲𝗻𝘁𝘀: We explored how traditional map projections can misrepresent country sizes, challenging our understanding of global geography. In addition, we discussed a dynamic tool that tracks significant global events on an interactive map, providing real-time insights into geopolitical and social developments around the world. These tools offer a fresh, engaging perspective on global awareness: • 👽 𝗧𝗵𝗲 𝗦𝗲𝗮𝗿𝗰𝗵 𝗳𝗼𝗿 𝗟𝗶𝗳𝗲 𝗼𝗻 𝗘𝘂𝗿𝗼𝗽𝗮: Recent findings suggest that Jupiter's moon Europa could host conditions for alien life, with an icy crust hiding a potential ocean beneath. To unlock these mysteries, NASA recently launched the Europa Clipper satellite, which will journey to Europa to investigate its surface and subsurface for signs of life. • 🤖 𝗔𝗜 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗲𝗿 𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻: We celebrated the recent Nobel recognition of Geoffrey Hinton’s groundbreaking contributions to AI, specifically his work on backpropagation—the foundation of today’s transformer models. This transformative technique enables neural networks to self-adjust and improve accuracy over time, driving advances in natural language processing, image recognition, and AI-powered applications we use daily. • ⚛️ 𝗦𝗺𝗮𝗹𝗹 𝗠𝗼𝗱𝘂𝗹𝗮𝗿 𝗥𝗲𝗮𝗰𝘁𝗼𝗿𝘀 (𝗦𝗠𝗥𝘀) 𝗳𝗼𝗿 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆: With tech companies now adopting Small Modular Reactors to power data centers, we looked at how SMRs provide a scalable, cleaner energy solution. This development marks a significant shift as leading tech firms invest in sustainable solutions to meet their high energy demands. • 🏢 𝗕𝗶𝗴 𝗧𝗲𝗰𝗵'𝘀 𝗙𝗿𝗼𝗻𝘁𝗶𝗲𝗿 𝘁𝗼 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗣𝗼𝘄𝗲𝗿: In response to skyrocketing energy needs driven by AI and data processing, major tech companies are moving beyond traditional power sources and are now establishing nuclear power plants to fuel their operations. This shift signals a proactive approach by Big Tech to ensure self-sustained energy for AI and data centers, contributing to a sustainable energy future while positioning them as leaders in energy independence. Our Tech Talks inspire us to stay curious and informed, driving our mission forward with innovative ideas and knowledge-sharing. Looking forward to the next one! 🚀 #TechTalk #Innovation #Technology #Science #AI #NuclearEnergy #MappingScience #GlobalEvents #Geography #Europa #BigTech #NobelPrize #FutureTech #TeamGrowth #LinkedInLearning #NASA #ClipperSatellite
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