Andy Lin's Long-term Stock Investment Blog

Shopify surpassed Amazon in some important e-commerce metrics

After a 10-for-1 stock split, Canada’s most valuable public company and largest technology company has risen from the ashes and delivered results that have convinced and satisfied investors. In some important e-commerce metrics, Shopify surpassed Amazon.

AI jeopardizes cash flow and profits

AI jeopardizes cash flow and profits. The market is concerned that if these massive capital expenditures prove excessive, they will squeeze shareholder cash returns, such as dividends and buybacks.

Innodata road to fame

Innodata’s core business is now focused on the generative AI IT services market, which is expected to reach $200 billion by 2029 and holds significant growth potential.

The pros and cons of investing in Alphabet amid AI evolution

Because Alphabet’s business is so vast and complex, it’s difficult to discuss the pros and cons of investing in Alphabet.

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.

Chinese biotech begins to show its DeepSeek moment

In 2025, up to 37% of the licensed drugs of large pharmaceutical companies will come from Chinese biotech companies.

“The Technological Republic”,the only book to understand Palantir

“The Technological Republic” is written by Alex Karp, co-founder and CEO of Palantir. He is the soul of Palantir and the person who best represents it, even more so than co-founder Peter Thiel. Alex Karp is to Palantir what Bill Gates is to Microsoft, Sam Altman to OpenAI, or Mark Zuckerberg to Meta.