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?
Category: Artificial intelligence
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.
The king of AI Alphabet (Google)
The alphabet has once again confirmed my view; this further reinforces the claim that the The king of AI Alphabet (Google)！
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.
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.
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.
Top 10 AI corp CapEx, debt, and FCF
Top 10 AI corp CapEx, debt, and FCF and the Reasons of YTD’s Stock Market Volatility.
Oversold software, moat weaken and should abandon
In the AI era—Oversold software, moat weaken and should abandon, the table.
How severe is the AI panic selloff in the begin of 2026?
The AI panic selloff in the begin of 2026, Market panic spread rapidly after Anthropic launched its new service, “Claude Cowork,” on January 12th.
AI fear selloff is overblown
AI fear selloff is overblown since the beginning of this year. However, most of the industries affected will not disappear. AI will play the role of a catalyst for industrial transformation, functional upgrading, and efficiency improvement, rather than a replacement. AI is just a tool. Some jobs will disappear, but more creative possibilities will emerge.