This article aims to answer two questions: When will interest begin to accrue and CapEx drag down stock erode profit? When will depreciation and amortization begin?
Pros and cons of Open Weights, Open, and Closed AI models, and top vendors
China’s open weighted model is not only 60-90% cheaper, but its functionality is also very close to that of top-tier American models. Western AI companies have distilled Chinese models including Mistral distilling DeepSeek; Meta Muse Spark used Qwen from Alibaba, Thinking Machines Inkling uses DeepSeek-V3; and Cursor’s Composer 2 was built directly on Moonshot.
Andy Lin’s third US stock book “Investors Beautiful Heaven”, shopping links in US,CA,HK,CN,SG,MY,JP,FR,AU,NL,IN,TW,MX,BR
“Investors’ Beautiful Heaven: how to achieve 23% annual return in 30 years of US stock investing《投資人的美利天堂：30年美股投資，年化報酬23%者的現身說法》” focuses on Andy’s 30-year stock market investment philosophy, exploring how to achieve Buffett-level long-term investment performance. It also explores how Andy achieved an annualized return of 22.76% for 29 consecutive years over the past 30 years.
Andy Lin’s first US stock book “The Rules of Super Growth Stocks Investing”, ship worldwide, free shipping to Taiwan
“The Rules of Super Growth Stocks Investing《超級成長股投資法則》” has been published in April 2021. The English title is “The Rules of Super Growth Stocks Investing”. Click here to immediately view the flip-book video of the new book “The Rules of Investing in Super Growth Stocks”. Where to place my order? Please click the link “The Rules … Continue reading “Andy Lin’s first US stock book “The Rules of Super Growth Stocks Investing”, ship worldwide, free shipping to Taiwan”
Andy Lin’s second US stock book released “The Rules of 10 Baggers”, ship worldwide, free shipping to Taiwan
The Rules of 10 Baggers
Intuitive Machines is a true moon landing company
Intuitive Machines’ core business is lunar exploration services. Through several orders and collaborations with NASA, it has expanded its capabilities and earned the trust of the industry by developing commercial lunar payload service contracts.
“How Not To Invest”
Barry Ritholtz, the author of book “How Not To Invest”, is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. He has over thirty years of experience in the financial industry.
Teradyne, semiconductor back-end automated test equipment leader
Teradyne is the leading designer and manufacturer of semiconductor back-end automated test equipment (ATE).
If uncertain, Do nothing and stay calm
When the market is uncertain, the advice for investors is to wait for a bear market to emerge and do nothing.
The king of AI Alphabet (Google)
The alphabet has once again confirmed my view; this further reinforces the claim that the The king of AI Alphabet (Google)！
How was HBM born? Why HBM is important to AI?
It was AMD that truly brought HBM from research paper to product. SK Hynix successfully developing the first generation of HBM.
Buffett Speaks with CNBC,July 15, 2026
Buffett Speaks with CNBC, in this interview, topics covered including the current overheated investment market, his investments in Alphabet and Apple and his views on the prospects of these two companies, the AI strategies of tech giants, personnel changes at the Federal Reserve, Bill Gates, and philanthropy.
Sandisk soared 50-fold in 1.5 years, driven by AI demand
SanDisk’s timing has been precise, coinciding perfectly with the massive demand for memory and storage chips driven by artificial intelligence. In less than a year and a half, its stock price has increased 50 times (not 50%).