I recently spent some time, a big overhaul to adding, deleting, and updating the content of my website (Andy Lin’s US Growth Stocks Long-term Investment). The most significant change was to the section on stock investing books.
How severe is the AI panic selloff in the begin of 2026?
The AI panic selloff in the begin of 2026, Market panic spread rapidly after Anthropic launched its new service, “Claude Cowork,” on January 12th.
“Buffett and Munger Unscripted – Selected transcript from Berkshire Hathaway shareholder meeting Q&A “
Some of the content of Buffett and Munger Unscripted you may have heard many of the book’s contents, or the Buffett quotes cited in the media, you should listen to Buffett’s original words, or understand the background and true meaning behind those quotes.
AI fear selloff is overblown
AI fear selloff is overblown since the beginning of this year. However, most of the industries affected will not disappear. AI will play the role of a catalyst for industrial transformation, functional upgrading, and efficiency improvement, rather than a replacement. AI is just a tool. Some jobs will disappear, but more creative possibilities will emerge.
Markel in US and Canada, two baby Berkshire Hathaway
Markel in US and Canada, Baby Berkshire Hathaway, long-term stock performance are astonishing, both started as truck insurance companies and were founded by a single family.
The history Apple stock made
Apple stock dominance the world’s most valuable company lasted approximately 12.4 years.
“Of Permanent Value”
The original English version of “Of Permanent Value” is very thick. The one I have is the early Chinese version, which is 25 years old. As far as I know, this version seems to be the only one in the Chinese world.
What about Taiwan humanoid robots?
Taiwan humanoid robots showcased with great fanfare actually originated from China; manufacturers receiving government subsidies simply used robots made in China to meet their targets. The result of this massive spending spree: the Taiwanese Model Y costs twice as much as the Chinese version.
＂The Innovators”
“The Innovators” covers almost all the technological revolutions of the past few decades, including the evolution of important technological fields such as computers, programming, transistors, microchips, the Internet, personal computers, and computer software.
SkyWater, 3D chip leader and the only pure-play US chip foundry
SkyWater is currently the only company that it fully controls, with all its factories located in the United States, and it is a pure-play foundry. 3D chips are the absolute core of DARPA’s Electronics Resurgence Initiative (ERI). SkyWater, the project’s implementer, will collaborate with MIT and Stanford University to turn the 3D chip research and development concept into a reality capable of large-scale industrial production within the next three years.