Asia Rally, Deal to Make Deal, and Open Source

NVIDIA's blowout results have revitalized Asian hardware stocks while a structural trend toward open-source AI and local inference begins to emerge. Meanwhile, oil markets await geopolitical clarity as prices balance supply fears against potential Iranian diplomacy.

Key Takeaways

• 1.NVIDIA's strong performance triggered a massive rally in the Asian hardware supply chain, notably boosting SoftBank, the KOSPI, and memory makers.
• 2.The AI industry is seeing a shift toward open-source models and local inference on consumer hardware, potentially moving workload away from hyperscale clusters.
• 3.Energy markets are focused on geopolitical risk premium compression via potential 'deal to make a deal' headlines involving Iran ahead of the US driving season.

Table of Contents

• Models
• Hardware
• Oil / Energy
• Risk
• Side-note

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