The distinction between “confirmed new technology trends” and “exaggerated or unconfirmed new technology trends” listed above is quite strict. “Confirmed new technology trends” must be accepted by the market, uncontroversial, widely adopted by general users, truly proven to be disruptive, and profitable. Moreover, the list above is purely my personal subjective opinion and viewpoint.
“Investing for growth”
The author of “Investing for Growth” is Terry Smith. There aren’t many books specifically written about growth investing, and even fewer that are of decent quality. This book is above average.
How Carlyle makes money?
As of the end of Q1 2025, The Carlyle Group had $453 billion in assets under management, a 6% increase year-over-year.
You might unknowingly fall to lower class
The biggest sign is that people just follow the crowd! Whether you fall to lower class is not determined by whether you have a good job, a nice house, or a nice car.
What is investment philosophy?
Most investors—including many who claim to have a profound investment philosophy—actually lack a core investment philosophy. Most mistake investment strategy for philosophy.
Nebius is the largest European AI data center
Nebius provides computing power, storage, tools and services to developers
AI data center shows no signs of cooling down in the near future
Only a few software vendors have proven to make money from artificial intelligence, but almost all hardware vendors that are heavily involved in the AI data center can make a lot of money.
Almost no long-term Taiwan investors
I’ve concluded that no long-term Taiwan investors. Recently, due to the publication of my new book, “Investors Beautiful Heaven”, I had to attend media interviews. Through various interviews, my three published stock market books, six years of blogging, exchanges with readers, conversations with friends and family, and my own observations.
Tokenised stocks is disrupting markets
Tokenised stock involves converting stocks previously held on traditional exchanges into blockchain tokens. Investors can trade these assets on-chain 24/7, across time zones, without the need for brokerage.
Bet on dominant player, don’t predict
Bet on dominant player, don’t predict. Just as predicting long-term winners in the software industry is extremely difficult, predicting whether established companies will remain long-term winners is equally challenging. If you’re investing in startups and early-stage investments, the odds of accurate predictions are predictably low.