Best 3 and worst 3 of PHLX Semicon stocks in 2025
The role Morris Chang play during TSMC establishment?
On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
Best and worst Dow Jones stocks in 2025
Best and worst Dow Jones stocks in 2025, Top and Bottom 5 Dow Jones stocks
Bet boldly when opportunity is clear or probability is high
Warren Buffett’s consistent investment philosophy is: bet boldly when opportunities are clear, and be patient when uncertain. Munger holds similar investment views.
Most investors just want to get something for nothing or windfall
Average people just want to get something for nothing, everyone know that. Most people just want to reap what they sow, while stock market investors only want to gain without effort. This is a well-known and timeless law.
Oklo, stock soar 10 times in 1.5 years, a well-known SMR Sam Altman backed
Oklo’s nuclear reactor design uses highly enriched low-enriched uranium (LEU), a fuel with a much longer lifespan than the LEU currently used in conventional light-water reactors. It can operate for a decade or more without requiring refueling. Today’s nuclear power plants require refueling every 18 to 24 months. At that rate, a light-water reactor would require refueling five times, while the Oklo plant would only require one.
a16z, Silicon Valley’s most aggresive venture capital firm
The company’s official name is Andreessen Horowitz, which is from Mark Anderson and Ben Horowitz’s name. Interestingly, because Andreessen Horowitz is too long, the 16 in the company’s nickname a16z represents the total of 16 letters between the first English letter a and the last English letter z. This nickname a16z is now used by most people.
US ETF investment 101
As of February 2024, the US ETF market size is US$8.15 trillion, with more than 3,400 units.
Graham Formula and Screening Criteria
This post will introduce Graham Formula and Screening Criteria mentioned in the two books, as well as the returns after practical application.
Credo, a high-speed connectivity expert ride on AI boom
Credo’s success stems largely from its undisputed leadership in the AEC market, where it holds a 73% share. As the market shifts to rack-mount servers with higher GPU densities, such as Nvidia’s GB200 NVL72, demand for AECs to connect large AI server clusters will increase significantly.