First Republic Bank : Murphy’s Law in Action – Effectively Insolvent
13
Feb
2026
Vitarka
ANTYA’s views on investing markets, economy, and more
Latest Insights
Tesla Inc. — Whats Not to Like?
Follow Antya Investments Tesla Inc. survived a rough Q2-18, and it now appears that much…
NXP Semiconductors NV: Ignore the Noise, Go for It – Only Two More Days Left
Follow Antya Investments News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors…
Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!
Follow Antya Investments With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US)…
Tesla Inc. — Shorting the Shorts — Next Stop $500/Share in 3 Months
Follow Antya Investments For bulls like us Tesla Motors Inc.’s (TSLA US) announcement of meeting…
Xiaomi Inc. — IPO Priced at the Bottom of Range — 50% Downside Forthcoming
Follow Antya Investments According to various media reports, Xiaomi Corp (1810 HK) has successfully priced…
Xiaomi Inc. — Where Is the Transparency? Updated Equity Value Estimate of US$1/Share
Follow Antya Investments Our updated sum-of-the-parts equity valuation, based on 22.4 billion post-IPO shares outstanding,…
Xiaomi Corporation: Updated Prospectus Supports Our $28 Billion or $2.66/Share Equity Value Estimate
Follow Antya Investments We have previously discussed our view of Xiaomi Corporation’s valuation on a…
Tesla’s Rogue Employee – Distraction or Substantive
Follow Antya Investments Tesla Motors Inc (TSLA US) (“Tesla” or the “Company”) is as much…
Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued
Follow Antya Investments We believe Baidu Inc (ADR) (BIDU US) has taken multiple steps to…
Tesla Inc. – Musk Wins the Showdown – Onwards and Upwards to Shanghai, Europe and Mars
Follow Antya Investments In ANTYA’s view, the worst is behind Tesla Motors Inc (TSLA US).…
May Unemployment Report –ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen
Follow Antya Investments The U.S. economy is firing on all cylinders. The Fed is bound…
GM & Vision Fund JV Highlights Tesla Inc. Is Significantly Undervalued; Stock Is Headed Higher
Follow Antya Investments Today’s announcement by Softbank Group Corp (9984 JP) owned Vision Fund and…