Andy Lin's Long-term Stock Investment Blog

The value of Palantir, pros and cons of Palantir investment

Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.

How does the all-powerful Huawei make money?

No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.

Major artificial intelligence companies in US stocks market

Generative artificial intelligence, Barriers to Entry Are Too High

Data center, a rapidly growing semiconductor field

A data center is not a chip, it is a suit of solution.

The rebirth and fall of 4 major technology stocks in 10 years

Rebirth and fall of 4 technology stocks, Ten years ago, in early November 2011, Microsoft’s market capitalization was about $124.7 billion, and Intel was about $127 billion; the two were almost on par. However, as of November 4, 2021, Microsoft is 2.53 trillion US dollars, Intel is about 204.1 billion US dollars; Microsoft’s market value has caught up with Apple’s market value at the end of October, 12 times that of Intel!

Tencent vs. Alibaba, part two

Tencent vs. Alibaba, I have written several in-depth articles about Alibaba and Tencent, two of the largest and representative technology giants in contemporary China, on my blog, and they have received enthusiastic responses from many friends

Intel’s current difficult dilemma

Intel’s current difficult dilemma. At my book launch workshop get together a few days ago, lot of people concerned about the prospects of Intel (ticker: INTC).