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.
Buffett archive, meetings, and quotes
This article compiles what I know about Buffett archives, meetings, and quotes from the internet.
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.
Vanguard’s Top 10 Industry ETFs and their Returns
In this post, we’ll review Vanguard’s Top 10 Industry ETFs and their Returns.
“Source Code”, Bill Gates autobiography
I have read many books written by Bill Gates and others about Microsoft and himself, but only “Source Code” can be considered Bill Gates’ autobiography.
Oversold software, moat weaken and should abandon
In the AI era—Oversold software, moat weaken and should abandon, the table.
“Stock Market Wizards”
Stock Market Wizards doesn’t teach you secret techniques for trading stocks. Its main purpose is to prove to investors that, with strong risk control, self-awareness, and self-discipline, any investment style can be successful. In other words, “The road to success is not static.”
SpaceX IPO is the largest in history
If the fundraising target is met, SpaceX IPO will surpass Saudi Aramco’s record of $29.4 billion set in 2019, becoming the world’s largest IPO in history.
The Fifth Anniversary Review: Top 20 read articles in Andy Lin’s blog
The following are the Fifth Anniversary Review statistics of article views on Andy Lin’s Chinese and English versions of my blog over the past year and the past five years.
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.