In 2020, 49% of AppLovin’s revenue came from businesses using its software, and 51% came from consumers making in-app purchases.
Author: Andy Lin
TSMC Morris Chang’s controversial words and deeds
Taiwan government invested only NT$5.5 billion in TSMC, accounting for about 48% of the shares. This is why TSMC founder Morris Chang later said that the government only invested a small amount of money. Morris Chang’s remarks are typical of taking advantage of others.
Complicated math is not a prerequisite in stock investing
Most people has a myth, complicated math play a key role to invest successful. Peter Lynch said “All the math you need in the stock market you get in the fourth grade.”
18 future industry trend and three industries driving billionaire wealth
McKinsey released a report titled “The next big arenas of competetion.” The report points out that from now to 2040, there are a total of “18 future industry trend areas”
Comparison of AI chips GPU and ASIC
GPU and ASIC, by 2028, the total market size of AI accelerators will reach US$380 billion, of which AI GPUs will dominate with a 75% share, and ASICs will account for only 25%.
GoDaddy, world’s largest hosting platform, snapped the best year of share performance since listing
As of 2023, GoDaddy hosts more than 62 million registered domains, making it the world’s largest ICANN-accredited registrar, serving more than 21 million customers. In terms of market share, GoDaddy is the fifth largest web hosting provider in the world.
Apple repurchase, Buffett sold most of Apple stake,Nvidia capital operation, Tesla, AI bubble, Willow quantum chip
Peter read my post of Apple repurchase two days ago, inspired to write me a letter, raised several great questions and his concerns, I wrap up the feedback to him as this post.
Apple’s multiple LT compound capital alchemy is repurchase, 41.9% shares reduced in 12 years
One of the greatest repurchase and capital alchemy in human history, over the past nearly 12 years, Apple’s outstanding shares have decreased by 41.9%! 12 years after investing in Apple, the annualized rate of return (IRR) during the investment period is 24.1%. Note that your total shareholder equity would be multiplied by 1.721 in this case; in contrast, common stock splits have no effect on shareholder equity at all.
Google’s Willow chip rally related quantum computing stocks. Is it justified?
Google says Willow can “exponentially” reduce errors as the number of quantum bits increases, which “addresses a key challenge in quantum error correction that has been pursued in the field for nearly 30 years.”
Semiconductor packaging market is undergoing fundamental changes
The more they enter the high-end process, these traditional global semiconductor packaging and testing plants (OSAT) gradually show their weaknesses – they are no longer able to enjoy the previous advantages in the field of high-end semiconductor process.