Huang stock recommendation of any specific stocks is extremely inappropriate. But expressing industry views does not mean recommending individual stocks. These are two different things. All prudent business leaders should avoid it. Have you ever heard Buffett publicly recommend a particular stock? To my recollection, zero.
Stock quiet period regulation
The quiet period in the US stock market is a very important compliance concept. The SEC has a complete mechanism to ensure that whether it is retail investors or Wall Street giants, the timing and content of obtaining core financial information of companies in the market are completely consistent and fair.
TSMC employee bonus remains unresolved
The issue of TSMC employee bonus system has come to a head because, frankly, it reflects a long-standing problem in Taiwanese society and workplaces regarding labor rights. Taiwanese society still harbors a negative view of labor unions, believing that employees must obey any company arrangements, and that company management never considers employee rights in its business decisions.
Munger Archives, Shareholder Letters
This post compiles Munger archives and shareholder letters.
Mini-SpaceX Rocket Lab
Rocket Lab operates efficiently, successfully completing 21 launches last year with a 100% success rate. This helped it secure an $816 million contract from the U.S. Space Development Agency (SDA).
Nvidia RTX Spark destined to fail
RTX Spark is destined to fail. There’s no need for time to prove it; anyone with even a basic understanding of the industry or common sense knows the outcome. There’s no need to wait or look at market sales reports six months from now.
Amazon top 10 stock investing books
Here is the table for Amazon top 10 stock investing books
Lumentum, an expert in optical communications and lasers
Driven by AI-driven demand for data centers, Lumentum has experienced rapid revenue and profit growth. In the first nine months of fiscal year 2026, ending March 28, its revenue increased by 72% year-over-year. Furthermore, with copper wire transmission expected to be replaced by photonic communication in the long term, Lumentum is poised to benefit significantly from this AI revolution.
“The Warren Buffett Portfolio”
It is quite remarkable that Robert Hagerstown’s two books, “The Warren Buffett Way” and “The Warren Buffett Portfolio” both were completed about thirty years ago, immediately entered the bestseller lists of famous books such as “The New York Times” upon their release and have been loved by investors ever since.
The pros and cons of investing in developing countries
Generally speaking, compared with developed countries, developing countries refer to countries with a lower level of economic and social development.