Investors only need to remember one thing: the semiconductor market is only going to get bigger, and its current growth seems to have no boundaries.
Author: Andy Lin
AST SpaceMobile turning every phone into a satellite phone
AST SpaceMobile is currently building the SpaceMobile satellite constellation, a space-based cellular broadband network. The goal is to provide direct connectivity to all standard, unmodified smartphones currently in use, achieving global 4G and 5G broadband coverage, especially in remote and underdeveloped areas.
Difference among Investment Philosophy, Principles, and Strategy
Investment Philosophy is the beliefs that shape. Principles is the rules that guide. Strategy is the actions you take.
How KKR makes money?
KKR has completed numerous landmark acquisitions, including the famous 1989 leveraged buyout of RJR Nabisco, which was the largest acquisition in history at the time. Furthermore, its 2007 acquisition of TXU Energy remains the largest acquisition to date. Since 1977, KKR has invested in over 160 companies, guaranteeing at least one investment every year except 1982 and 1990.
“Something Ventured”
The value of “Something Ventured” lies in the precious video recordings of many parties’ personal stories. It is worth watching for those who want to understand the rise of Silicon Valley in the United States, venture capital, and the founding of the technology industry.
Western Digital saw 200% annual stock performance,thanks to AI
In the traditional hard disk drive market, the market is highly concentrated between two companies, Western Digital and Seagate Technology, which have strong pricing power.
Seven key factors contribute Buffett success
This article describes 7 key factors to Buffett success: Charlie Munger made a very important speech at the beginning of the 2007 Weisco shareholders’ meeting and the Q&A discussion with shareholders.
Crypto miners transformed into data centers
Top four cloud providers and large AI companies are relying on subcontractors, which make Crypto miners transformed into data centers
“Best Loser Wins”
his weekend I read a book called “Best Loser Wins”: I have seen many people make money, but few can keep the money they earn. It’s not what you know that kills you, it’s what you think you know.
“Buffettology”
The author of “Buffettology” is Mary Buffett and David Clark, among them Mary Buffett is the ex-wife of Buffett’s second son, which is why some people read her book.