In terms of supplying equipment for semiconductor factory production, Lam Research is on par with Applied Materials. The two hold the core equipment for the production of all semiconductor factories in the world. Without equipment from either of them, semiconductor factories would be almost unable to produce.
Author: Andy Lin
The quant’s must-read book for Jim Simons “The Man Who Solved the Market”
I personally rarely believe in investment geniuses or gurus hyped. Buffett and Munger are. The semi-autobiography “The Man Who Solved the Market” for Jim Simons that I want to talk about today is another person who is full of mystery, but his investment achievements can’t help but awe me.
Why Apple plummeted by Google antitrust ruled a monopoly?
From court document for Google antitrust, Taking 2022 as an example, Google will pay Apple more than 26 billion U.S. dollars. It cost $20 billion to buy the default search engine position in Safari browser.
Why market fall after Q2 2024 earning report?
Except for a few companies, such as Apple, Meta, PayPal, Shopify, and MercadoLibre , most of the US listed companies have Q2 earning reports were generally poor. What’s more important: Most companies’ financial forecasts are disappointing, exacerbating market concerns, which is more lethal to stock prices than the results of quarterly earnings reports that have already occurred.
Todolist when the stock market crashes
When the stock market crashes, what you should do is buy, not sell! Just like the title of my other post “Investors should be happy when market crash”
Sahm Rule, a 100% accurate recession indicator, was triggered
With 11 recessions occurring since 1950, Sahm Rule backtest is 100% accurate and is a reportable recession indicator.
Qualcomm PC might bring it back to glory
In addition to Microsoft’s own Surface series, OEMs such as Asus, Acer, Dell, Lenovo, HP and Samsung have also released their own Windows 11 AI PCs based on Qualcomm PC platform, without exception they are all equipped with Snapdragon X Elite/X Plus chip series PC platform, this is the first time ever
How does CUDA strengthen the moat of Nvidia’s monopoly?
Today, many artificial intelligence deep learning frameworks (including Caffe2, Chainer, Databricks, H2O.ai, Keras, MATLAB, MXNet, PyTorch, Theano, and Torch) rely on CUDA to provide support for GPUs.
How Arista, the nemesis of Cisco’s monopoly, makes money?
Arista’s core main technology, EOS, is Arista’s network operating system. It is an independent image that can run on all Arista devices and virtual machines.
Startup issues that most people care about
With the development of the capital market in recent years, companies do not necessarily need to be listed, and there are many factors that can hinder startup companies from going public.