Letters by company

Metasurface Technologies Holdings Ltd

1 letter discussing 8637. Everything written about it on this site is on its ticker page.

Fawkes Capital Management September Monthly Report Fawkes Capital Fund has shifted to a deflationary AI-bust forecast, arguing that data-centre construction, more efficient chips and inference models will create a severe compute glut. It expects falling GPU rental rates and strained debt financing to curb construction, favouring bonds and equity shorts if AI adoption cannot absorb the new capacity. September 2026 —