Tag: DELL

Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding

Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.

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.

Is Microsoft’s personal computer computing department a tasteless one?

Microsoft’s personal computer computing department includes Windows, Surface devices, Xbox, games, search engine Bing.

The gap between China and US, is all China-made software and hardware possible?

The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.

Global semiconductor chip market in detail, big dominators and markets

Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different.

Software PE ratio is about twice that of hardware. What is the basis?

Software PE ratio is about twice that of hardware. What is the basis? A reader once asked me when I discussed the valuation of the software industry on section 3-2 of my book “The Rules of Super Growth Stocks Investing.”

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