This post compiles Munger archives and shareholder letters.
Author: Andy Lin
Mini-SpaceX Rocket Lab
Rocket Lab operates efficiently, successfully completing 21 launches last year with a 100% success rate. This helped it secure an $816 million contract from the U.S. Space Development Agency (SDA).
Nvidia RTX Spark destined to fail
RTX Spark is destined to fail. There’s no need for time to prove it; anyone with even a basic understanding of the industry or common sense knows the outcome. There’s no need to wait or look at market sales reports six months from now.
Amazon top 10 stock investing books
Here is the table for Amazon top 10 stock investing books
Lumentum, an expert in optical communications and lasers
Driven by AI-driven demand for data centers, Lumentum has experienced rapid revenue and profit growth. In the first nine months of fiscal year 2026, ending March 28, its revenue increased by 72% year-over-year. Furthermore, with copper wire transmission expected to be replaced by photonic communication in the long term, Lumentum is poised to benefit significantly from this AI revolution.
“The Warren Buffett Portfolio”
It is quite remarkable that Robert Hagerstown’s two books, “The Warren Buffett Way” and “The Warren Buffett Portfolio” both were completed about thirty years ago, immediately entered the bestseller lists of famous books such as “The New York Times” upon their release and have been loved by investors ever since.
The pros and cons of investing in developing countries
Generally speaking, compared with developed countries, developing countries refer to countries with a lower level of economic and social development.
“Warren Buffett Speaks”
Because of its age, the book is very well written. As far as I know, there are four Chinese translated versions of “Warren Buffett Speaks”.
Select stock by yourself, average person should not
Select stock by yourself is too difficult because it’s extremely difficult. You won’t succeed at something you’re not good at, no matter how hard you try. What you need to do is find your own path to success.
CPO Optical Transmission inevitable is changing data transmission
Due to the supply shortage in AI data center construction, there’s also a shortage of CPO optical transmission modules. With few suppliers to begin with, market demand is booming and is unlikely to cool down in the short term.