Completed a century ago in 1930, “The Art of Speculation” has become a Western investment classic and remains enduringly popular.
Author: Andy Lin
CapEx drag down stock erode profit, case study
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?
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.
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.
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.