Huang stock recommendation of any specific stocks is extremely inappropriate. But expressing industry views does not mean recommending individual stocks. These are two different things. All prudent business leaders should avoid it. Have you ever heard Buffett publicly recommend a particular stock? To my recollection, zero.
Category: Governance
Stock quiet period regulation
The quiet period in the US stock market is a very important compliance concept. The SEC has a complete mechanism to ensure that whether it is retail investors or Wall Street giants, the timing and content of obtaining core financial information of companies in the market are completely consistent and fair.
TSMC has notorious tracking record of violating Labor Law
TSMC repeatedly commits the same violations, clearly disregarding the law and acting with impunity. TSMC has long and bad tracking record of violating Labor Law, making it the only electronics and ICT company among the top ten violators.
Supermicro Founder smuggling cast doubt future
Since its IPO, Supermicro has been plagued by negative scandals, but Supermicro Founder smuggling cast doubt future, this chip smuggling incident could have irreparable consequences for the company’s future.
TSMC CEO appalling remarks on Chinese robots, inferiority to nVidia Huang, What about Taiwan’s robotics?
In the speech at Asia University’s 25th anniversary celebration, TSMC CEO appalling remarks on Chinese robots: Chinese robots jumping around are “useless, just for show,”
How AeroVironment, US largest UAV vendor, make money?
AeroVironment’s main customers now mostly come from the defense sector, especially the U.S. military. In 2023, the U.S. Department of Defense accounted for about 85% of AeroVironment’s total revenue.
The role Morris Chang play during TSMC establishment?
On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
Apple’s Crisis Part 3:How important is China to Apple?
I know many people disagree with my title, “How Important is China to Apple? Apple Can’t Do It Without China.” However, it’s a fact, and you can’t say for sure.
Companies US has stake, and their stock performance
The following table lists companies Companies US has stake, and their stock performance
What does book “Chip War” talk about?
The book “Chip War” has attracted great attention in the past two or three years. I personally think there are several reasons