Supermicro valuation is not justified and unsustanable, no worth for long-term holding at current level

Supermicro has absolutely no autonomy in its business. It is a typical manufacturer that relies on others, that is, it can be choked by others at any time──Intel (ticker: INTC), Nvidia and AMD (ticker:AMD) If the three major chip manufacturers find a manufacturer with higher cooperation and lower assembly prices, they may be in trouble at any time.

How does database monopoly Oracle make money? What are the prospects?

Missing out on cloud computing has created a serious disconnect between the former second-largest software company and the mainstream software market, which has also affected Oracle’s stock price performance in the past two decades.

Stock split is a long-term stock bullish signal with brilent outlook

Stock split is a long-term stock bullish signal with brilent outlook, My previous articles in 5-5 of the book “The Rules of Super Growth Stocks Investing” and my blog post of “Why stock split? the strong reasons and impacts” and “The valuation influence of stock liquidity and stock split on listed companies”,

Inventors are rarely successful, but improvers are successful and profitable

Successful businesses are improvers, not inventors. Many investors are working hard to find companies that can disrupt the market or fundamentally change technology, hoping to seize the opportunity and gain the first opportunity to invest,

Dear Shareholder

After reading Dear Shareholder, I was reminded of “Outsiders” which I introduced on this blog.

What company is Snowflake owned by Buffett? Where is its value?

What company is Snowflake owned by Buffett? Where is its value? In May 2017, The Economist published an article “The world’s most valuable resource is no longer oil, but data” Over time, the Economist was proven right.

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.

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