AI Investing is All About The AI Supply Chain | Alpha Uncovered x Dave Chen, Quarktek Global

AI Investing is All About The AI Supply Chain | Alpha Uncovered x Dave Chen, Quarktek Global

🎙 Guest: Kelvin Koh, Co-Founder & CIO, Spartan Group 🎙 Host: Alvin Fan, CEO, OPIM 00:00 – AI Hardware Hedge Fund Strategy & Intro 00:46 – Japan Tech Stocks, Corporate Access & Research Edge 02:35 – Japanese Conglomerates: Earnings Dilution vs Accretion 04:01 – Why This AI Fund Limits China Exposure 06:00 – 2024 AI Shock: Tariffs, Semiconductors & Strategy 10:18 – Missing First AI Rally: De-Risking & Re-Entry 11:55 – Advanced Packaging: CoWoS, Substrates & T-Glass 13:30 – Moore’s Law Slowdown, 2nm Chips & Power Crunch 15:01 – Co-Packaged Optics & Data Center Power Savings 17:32 – Is AI Capex a Bubble? Depreciation & Revenue Math 20:09 – AI Replacing Developers: Layoffs & Cost Savings 23:10 – Agentic AI Boom: Token Growth & Nvidia Roadmap 26:01 – T-Glass, Nittobo & Semiconductor Supply Bottlenecks 29:00 – Nvidia, Google, Elon & Take-or-Pay Capacity Deals 31:00 – LLMs to Agentic AI: Parallel vs Serial Compute 35:08 – Geopolitics, Oil, Helium & Supply Chain Risks 40:18 – Why AI Capex Is Decoupled from Consumer Demand 42:43 – US vs China: Sovereign AI & Dual Ecosystems 45:11 – Future of Work in AI Era: Jobs & Expert Talent 49:16 – From Agentic AI to Physical AI & AGI Path 50:32 – 2026 Outlook: AI Hardware & Tech Supply Chain 📅 Recorded in April 2026 FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

40M → 3B → Web 3 VC Investing & AI | Alpha Uncovered x Kelvin Koh, Spartan Capital

🎙 Guest: Kelvin Koh, Co-Founder & CIO, Spartan Group🎙 Host: Alvin Fan, CEO, OPIM [https://www.opim.com.hk/en] 00:00 [https://www.youtube.com/watch?v=ACS1H4FEEIk] – Crypto Market Deep Dive01:11 [https://www.youtube.com/watch?v=ACS1H4FEEIk&t=71s] – 40M → 3B: How Crypto Valuations Got Out of Control06:22 [https://www.youtube.com/watch?v=ACS1H4FEEIk&t=382s] – Why Altcoins Dump After Launch (Token Design & Liquidity)10:24 [https://www.youtube.com/watch?v=ACS1H4FEEIk&t=624s] – Private vs Public Markets: Discipline in Crypto Investing15:28 [https://www.youtube.com/watch?v=ACS1H4FEEIk&t=928s] – “Tech Is Not the Moat” in Crypto & Web316:33 [https://www.youtube.com/watch?v=ACS1H4FEEIk&t=993s] – What Actually Wins: Distribution & Go-To-Market (GTM) in Crypto18:17 [https://www.youtube.com/watch?v=ACS1H4FEEIk&t=1097s] – Narrative Cycles: BTC L2s → AI → Stablecoins20:30 [https://www.youtube.com/watch?v=ACS1H4FEEIk&t=1230s] – What’s Next: RWAs, Stablecoin Yield & Onchain Credit Inside how the altcoin cycle really works — from private market hype to public market reality. Kelvin Koh breaks down why valuations exploded from $40M to billions, why many tokens collapse after launch, and how venture capital dynamics shape what retail investors eventually see. From “tech is not the moat” to the constant rotation of narratives — #BTC #L2s , #AI , #stablecoins — this is a framework for understanding where capital flows, and where it doesn’t. This isn’t about chasing the next coin. It’s about understanding the cycle before it repeats. #Crypto #Altcoins #VentureCapital #Web3 #Investing #MarketCycles 📅 Recorded in Apr, 2026 FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

Hong Kong Isn’t Dying—It’s Reloading | Alpha Uncovered x Yat Siu

🎙 Guest: Yat Siu, Co-founder & Chairman, Animoca Brands [https://www.animocabrands.com/] 🎙 Host: Alvin Fan, CEO, OPIM [https://www.opim.com.hk/en] 00:06 – 2019 Youth & “They're Still Our Children” 01:11 – Survival First: The Oxygen Mask Analogy 01:59 – Why HK Is Ready to Go on Offense 03:18 – The Quiet Chinese Way of Soft Power 06:19 – Where Is China’s Elon Musk? Innovation & Culture 10:55 – “Tokenize or Die” – Infrastructure for the Agent Economy 13:40 – Money as Society’s Largest Social System 17:00 – Financial Inclusion: From $500 to $10 20:20 – Stablecoins, De-Dollarization & New Global Rails 24:10 – Animoca’s Evolution from Gaming to Tokenized Securities 28:50 – The Rise of Autonomous AI Agents & Web4 32:40 – A Day in the Life Running 130+ AI Agents 37:20 – Animoca Minds [https://animocaminds.ai/?lang=en] vs Open-Source Agents 45:10 – The New Skill: Orchestrating AI Agents 49:30 – Advice to Fresh Grads: Neural Stamina & Iteration 55:40 – Closing Inside a wide-ranging conversation on HK’s resilience, China’s unique innovation model, theunstoppable rise of tokenization, programmable money, financial inclusion, and the explosive convergence of AI agents with Web3. Yat delivers a masterclass on why HK is reloading for the next decade, how community-drivenincremental innovation differs from Western disruption, why “tokenize or die” is the new reality, and how one person can already run 130+ autonomous agents that work overnight and compress time. From digital property rights andstablecoins as global rails to the future of work — where orchestration beats technical mastery — this is your definitive guide to the forces reshaping finance, technology, careers, and society in the agentic era. 📅 Recorded in Mar, 2026 FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

Inside a Family Office — Skin in the Game & Thematic Bets | Alpha Uncovered x Issac Septon

🎙 Guest: Issac Septon, CIO, The Observatory [https://observatoryinc.com/] 🎙 Host: Alvin Fan, CEO, OPIM [https://www.opim.com.hk/en] 00:00 Welcome & Introduction 01:35 Family Office Structure & “Skin in the Game” 04:56 Why This Family Office Prefers Public Markets 08:34 Private Markets, Secondaries & Liquidity Risks 14:26 Why We Back Emerging Managers 19:50 Courting Managers & Cultivating Talent (Japan example) 24:24 The Diligence Mindset: Priorities over Checklists 31:45 Family Offices Becoming Institutional — Concentration vs Diversification 39:06 Thematic Exposures: Trading, Biotech, Japan (3-Year View) 45:44 Advice to Emerging Managers: Gut & Leaving Money on the Table 52:51 AI, Quants & The Human Edge in Discovery 56:05 Closing Thoughts & Where We Meet Next Alvin Fan talks with Isaac Septon, CIO of The Observatory, about how a modern family office finds real alpha — from “skin in the game” alignment to courting emerging managers and building thematic portfolios. They cover why this office favours public markets, what it looks for in managers, and the 3-year playbook ahead: Japan, biotech, and AI. 📅 Recorded in Sep, 2025 FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

From Skeptic to Believer: AI That Works | Alpha Uncovered x BSP, ELab

🎙 Guest: Simon Potter, Founding Partner & Director, Business Succession Partners (BSP) [https://www.businesssuccessionpartners.com/]Antoni Tisot, Founder & Managing Partner, Business Succession Partners (BSP) [https://www.businesssuccessionpartners.com/] + Founder & CEO, ELab [https://elab.asia/]🎙 Host: Alvin Fan, CEO, OPIM [https://www.opim.com.hk/en] 00:00 From Skeptic to Believer: AI That Works 00:55 BSP & ELAB: Joining Forces on AI 02:15 How Private Equity Uses AI to Scale 03:40 The Moment AI Proved Its Value 05:20 Real-World AI Productivity Gains 07:05 Turning Meetings Into Actionable Data 09:10 Best Practices for AI in the Workplace 11:25 AI Etiquette & Compliance 13:15 Naming AI Agents & Humanizing Tech 15:00 Training AI Like a Team Member 16:55 From Bots to Co-Workers: AI Agents 18:00 Multi-Agent Workflows in Business 21:00 Governance, Analysis & QA: Agent Handoffs 23:30 Automation vs. True AI: Finding the Balance 25:15 AI for Billing, Reconciliation & Data 28:11 Human-in-the-Loop: Risk & Oversight 31:00 Context Windows, Memory & Knowledge 33:50 Beyond Prompting: Context Engineering 35:45 Generalist vs Specialist AI Models 39:16 Industries Ripe for AI Transformation 41:15 Hidden Opportunities in “Boring” Businesses 42:00 Construction to Manufacturing: Data Transformation 43:15 How Automation Transforms Industry 44:45 AI’s Impact on Jobs 45:51 Why Over-Optimizing Kills Culture 46:00 AI in Education: Standardization vs. Thinking 47:50 Can AI Be Trusted? The Fact-Checking Debate 49:00 Why 95% of AI Projects Fail 50:54 How to Measure ROI Beyond Cost-Savings 54:34 The Marathon of AI Adoption 55:16 The Motivation Behind AI Leaders 📅 Recorded in Sep, 2025 FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.