During the Lunar New Year holiday, my reader “Chairman” was inspired by several of my posts about AST SpaceMobile, Shopify, Arista, and Broadcom, as well as the content of my book. He sacrificed his holiday to complete this masterpiece: “What stock selection criteria can do High-efficiency filtration in promising industries, even amidst competition from established industry giants, and provide ordinary investors with a high probability of tenfold returns?”
Category: Communication
AST SpaceMobile turning every phone into a satellite phone
AST SpaceMobile is currently building the SpaceMobile satellite constellation, a space-based cellular broadband network. The goal is to provide direct connectivity to all standard, unmodified smartphones currently in use, achieving global 4G and 5G broadband coverage, especially in remote and underdeveloped areas.
How Astera Labs, AI high-speed transmission expert, make money?
Astera Labs specializes in connectivity solutions for data center-centric systems, including cloud computing, artificial intelligence and machine learning. Its products optimize data flow and performance in servers, GPUs and AI accelerators, addressing bottlenecks in high-performance computing environments.
Cisco, ex-biggest company, the representative of dot-com bubble
Cisco (ticker: CSCO) was founded in 1984 by a pair of computer scientists from Stanford University, Leonard Bosack and Sandy Lerner.
Spectrum-X and Quantum-X switches, Nvidia’s new territory
Spectrum-X and Quantum-X silicon photonic switches, targeting back-end communication, that is, the exchange of massive data in data centers, rather than front-end communication
The famous Chinese founder and CEO of semiconductor companies
A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
HPE expertizes on enterprise technology services
HPE was formerly the enterprise product division of HP. In November 2015, it was split from Hewlett-Packard, and the two companies became independent companies. The companies were listed separately.
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.
Why software underperforming amid the AI craze?
Since 2024, the growth performance of semiconductor and hardware device stocks has exceeded that of software stocks by 30%. MongoDB, Workday, Adobe, Saifushi, Snowflake and other well-known software stocks have seen their stock prices crash repeatedly during this artificial intelligence trend.