2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
Tag: GOOG
When AWS is no longer impressive
For nearly 20 years, AWS has been a significant driver of its stock price. However, the day after the release of its second-quarter 2025 financial results, Amazon’s stock price plummeted 8.27%, demonstrating investor disappointment with the results.
Li Lu, Munger’s disciple, and his Himalaya Capital
He met Munger on Thanksgiving Day 2003, and they became lifelong friends. Meeting Munger was one of the most important events that changed Li Lu’s life. Munger said Li Lu was the only outside manager he had invested in and called him “China’s Warren Buffett.”
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024
How much stock-based compensation company paid?
Meta paid out $41 billion in compensation in 2024; 40% of that was in the form of stock-based compensation. Alphabet’s stock-based compensation was at 35% in 2024.
How Astera Labs, AI high-speed transmission expert, make money?
Astera Labs specializes in connectivity solutions for data center-centric systems, including cloud computing, artificial intelligence and machine learning. Its products optimize data flow and performance in servers, GPUs and AI accelerators, addressing bottlenecks in high-performance computing environments.
Magnificent Seven are experiencing a rare dark time
2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.
The value of Palantir, pros and cons of Palantir investment
Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.
Apple repurchase, Buffett sold most of Apple stake,Nvidia capital operation, Tesla, AI bubble, Willow quantum chip
Peter read my post of Apple repurchase two days ago, inspired to write me a letter, raised several great questions and his concerns, I wrap up the feedback to him as this post.