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.”

How does nVidia make money? nVidia is changing the gaming rules

nVidia is changing the gaming rules

The failed Taiwan software industry policy

The failed Taiwan software industry policy

Antitrust and governance faced by Chinese and American technology giants

Antitrust and governance faced by Chinese and American technology giants, My blog article “How should investors view companies being included in the antitrust investigation list” published a few days ago caused a lot of feedback from readers.

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