Kopi Luwak Investing

  Background Name: Shopify Ticker: NYSE: SHOP Price: 1508.44$ (as of 23-June-2021) Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company’s platform provides merchants to run their business in various sales channels, including web and mobile storefronts, physical retail locations, pop-up shops, social media storefronts, native mobile apps, buy buttons, and marketplaces; and enables to manage products and inventory, process orders and payments, fulfill and ship orders, new buyers and build customer relationships, source products, leverage analytics and reporting, and access financing. Industry Overview There are over 30 million small businesses in the U.S alone, although not all of them require a digital presence. Currently, Shopify counts 1.75 million merchants, an increase of almost 700 thousand from 2019. That’s a big acceleration from 2019 when Shopif...

Background Name: Summit Wireless Technologies Inc Ticker: NASDAQ: WISA Price: 4.03$ (as of 18-June-2021) Summit Wireless Technology is the developer of next generation wireless audio standard named WiSA, which allowed sound system with ultra high quality and ultra low delay. Working with brands and manufacturers, the company build seamless, dynamic audio experiences for high-definition content, including movies and video, music, sports, gaming/esports, and more. The company is headquartered in San Jose, CA with sales teams in Taiwan, China, Japan, and Korea. They do not sell direct customer product but build chipset system to manufacturer and certified them, like Bluetooth or USB. WiSA (the Wireless Speaker and Audio Association) is organization founded by the company with membership of audio and electronics manufacturer such as LG, Bang & Olufsen, Klipsch, XBox, etc in joint partnership. The purpose of organization to unite the standard and push for market penetration. History tea...

Background  Name: Broadcom Inc. Ticker: NASDAQ: AVGO Price: 471 $ (as of today 16-June-2021) Broadcom, the combined entity of Broadcom and Avago, boasts a highly diverse product portfolio across an array of end markets. It operates through two segments, Semiconductor Solutions and Infrastructure Software. In Semiconductor solution, Avago focused primarily on radio frequency filters and amplifiers used in high-end smartphones, such as the Apple iPhone and Samsung Galaxy devices, in addition to an assortment of solutions for wired infrastructure, enterprise storage, and industrial end markets. Legacy Broadcom targeted networking semiconductors, such as switch and physical layer chips, broadband generic products, and connectivity chips that handle standards such as Wi-Fi and Bluetooth. In Software, the company’s infrastructure software solutions enable customers to plan, develop, automate, manage, and secure applications across mainframe, distributed, mobile, and cloud platforms. The ...

  Background Name: Achronix Ticker: NASDAQ: ACEV (SPAC) Business Description: Achronix Semiconductor is an American fabless semiconductor company based in Santa Clara, California with an additional R&D facility in Bangalore, India, and an additional sales office in Shenzhen, China. Achronix is a diversified fabless semiconductor company that sells FPGA (Field Programmable Grid Array) products, embedded FPGA (eFPGA) products, system-level products and supporting design tools. Price: 9.99 $ Shariah Compliance As Achronix is not yet being IPO and still under SPAC, it is not shariah compliance yet. But the industry and product are halal. It will turn shariah compliance after SPAC acquisition completed. Industry Overview A field-programmable gate array (FPGA) is an integrated circuit designed to be configured by a customer or a designer after manufacturing – hence the term "field-programmable" The global FPGA market size is projected to grow from USD 5.9 billion in 2020 to USD...

Background Name: Ultra Clean Technology Ticker: NASDAQ: UCTT Business Description: Ultra Clean Holdings Inc, through its subsidiaries, manufactures and supplies production tools, modules, and subsystems for the semiconductor capital equipment industry. The product range includes precision robotic solutions, gas delivery systems, a variety of industrial and automation production equipment products; subsystems that include wafer cleaning subsystems, chemical delivery modules, top-plate assemblies, frame assemblies, and process modules. Its customer base includes firms in semiconductor capital equipment industry, medical, energy, industrial, flat panel and research equipment industries. Its principal markets are North America, Asia, and Europe. Its largest end market by revenue is the United States. Price: 50.85 $ Shariah Compliance Ultra Clean Technology is shariah compliance according to Zoya apps. The product and service provided are halal and it has low level of debt. Industr...

Background Name: ASML Holding N.V.  Ticker: NASDAQ: ASML (ADR as it is Dutch company) ASML Holding N.V. is Dutch multi-national company that develops, produces, markets, sells, and services advanced semiconductor equipment systems consisting of lithography, metrology, and inspection related systems for memory and logic chipmakers.  Price: 537.63 $ Shariah Compliance ASML is shariah compliance according to Zoya apps. The product and service provided are halal and it has low level of debt. Industry Overview ASML not only selling Lithography equipment but also other semiconductor manufacturing equipment like metrology or PVD. However, the core business is still Lithography. ASML is the only company in world that offer EUV (Extreme Ultraviolet) technology which is most advanced Lithography tool that could produce 5nm and 7nm technology chip.  ASML major customers are semiconductor manufacturing company (Foundry) TSMC (NYSE: TSM) in Taiwan and Samsung in South Korea. Both...

Background Name: Tesla Inc Ticker Code: NASDAQ: TSLA Business Description: Tesla is the world's largest electric vehicle manufacturer by market capitalization. They also developing self driving and renewable energy.  Price: 698.84 $ Shariah Compliance   NASDAQ: TSLA is shariah compliance based on Zoya apps. The business practice and product are safe to invest according to Islamic Laws. Industry Overview Electric vehicle is emerging market that growing exponentially in the last few years. One of the major factor is the government support with tax incentive and commitment to ban internal combustion engine in next 10-20 years. Competitive positioning: Founded in 2003, Tesla is the leader in electric vehicle in term of market and technology. As first mover in industry, it has leading edge not only in battery range, acceleration, safety, self-driving, but also software. Battery range is the best although some other companies are starting to pick up. Its self-driving has been collec...