Four chip companies account for one-third of S&P 500 gains so far this year

As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.

How does the all-powerful Huawei make money?

No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.

The artificial intelligence bubble in the capital market is forming

How did the AI bubble form? Inexplicably soared In the past six months or so, countless listed companies have nothing to do with AI at all, but only issued a press release stating that they have established commercial cooperation with the popular Nvidia, Microsoft, or OpenAI, and the investors are not clear. In this case, … Continue reading “The artificial intelligence bubble in the capital market is forming”

Major artificial intelligence companies in US stocks market

Generative artificial intelligence, Barriers to Entry Are Too High

Possibility of long-term holdings, Deep dive on Buffett’s case

Possibility of long-term holdings, Many friends have read my book “The Rules of Super Growth Stocks Investing” and my blog, and they all feel the same way about long-term investing.

The Power Law

What I want to talk about in this post is a just-published English book “The Power Law”.

The rebirth and fall of 4 major technology stocks in 10 years

In this post, we’ll discuss the rebirth and fall of 4 technology stocks in 10 years.

6 common wrong semiconductor investment myths

This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.

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