Book Introduction Introduction to The Essays of Warren Buffett The Essays of Warren Buffett, written by Lawrence A. Cunningham, was first published thirty years ago. Author Introduction Besides The Essays of Warren Buffett, Lawrence A. Cunningham has also written several books related to Warren Buffett, including Dear Shareholder, which I have previously had a post … Continue reading ““The Essays of Warren Buffett””
Author: Andy Lin
Coherent, an expert in engineering materials, optoelectronic components, and lasers
Coherent’s laser technology also supports a wide range of commercial applications, covering semiconductors, optical disc mastering, light shows, and entertainment. Benefiting from AI, the company’s stock price has surged 361.6% in the past year.
Why companies support Open Weights AI models or oppose?
Why companies support Open Weights AI models or oppose? It lies in their respective commercial interests; this is also why Anthropic did not sign.
“Nothing but net”
In “Nothing But Net”, Mahaney shares lessons learned from 25 years of stock analysis: Which companies succeed? Which fail? He identifies the key factors that contribute to the success of high-growth technology stocks.
How cheap are Chinese AI models cost?
Based on currently publicly disclosed market prices and industry consensus, the Chinese AI models cost is at least one-tenth, or even less, of the cost of similar AI models in the United States.
“The Art of Speculation”
Completed a century ago in 1930, “The Art of Speculation” has become a Western investment classic and remains enduringly popular.
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.