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.

The commonalities of Buffett portfolio – cheap, fixed income, repurchase

I recently took a general look at Buffett portfolio , and I made some big discoveries. Buffett basically only invests in companies with fixed cash flow income. He likes companies that actively implement stock repurchases. Almost every shareholding has dividends. He likes cheap companies.

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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