The alphabet has once again confirmed my view; this further reinforces the claim that the The king of AI Alphabet (Google)！
Author: Andy Lin
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%).
David Shaw, founder of Quantitative Analyst D.E. Shaw
DE Shaw is known for developing sophisticated mathematical models and computer programs to exploit anomalies in financial markets. David Shaw, the founder of DE Shaw, the “King of Quantitative Analysts,” is no longer involved in the day-to-day operations of DE Shaw & Co., LP.
Spire Global, an Earth observation company
Spire Global is perhaps one of the least known space companies listed on the US stock market. This Earth observation company operates a satellite network with an impressive number of applications across multiple industries, including meteorology and aviation.
Buffett Recommended Book List
This post will discuss the Buffett Recommended Book List that I know of in his books, at shareholder meetings, in various interviews, and elsewhere.
SK Hynix dominates memory by AI
2012, SK Group, South Korea’s third-largest conglomerate, announced the acquisition of a 21.05% stake in Hynix, taking control of the memory chip giant. Hynix then separated from the Hyundai Group and added “SK” to its official name, becoming the SK Hynix we know today.
Buffett and Munger recommended books in shareholder meeting
Buffett and Munger recommended books in shareholder meeting are quite a lot because they chaired the meetings for many decades.
EchoStar, riding the wave of space communication
EchoStar is an American telecommunications company specializing in satellite communications, wireless communications, and network services.