What to Focus On When Investing in Tech: Back to the Basic
Sat Oct 04 2025
AI Expansion 2026: vs. Internet Cycle Explained
Sat Sep 06 2025
Rethinking the IDM Business Model: The 12-inch Wafer Challenge
Sun Aug 10 2025
Tech Portfolio Overview - LS - Reduce cash - 2025/04/22
Mon Apr 21 2025
Tech Portfolio Overview - LO - Reduce cash - 2025/04/22
Mon Apr 21 2025
Tech Portfolio Overview - LO - Falling Into Red - 2025/04/06
Sun Apr 06 2025
Tech Portfolio Overview - LS - Continue Profit from Short - 2025/04/06
Sun Apr 06 2025
Tech Portfolio Overview - LO - Take a short break - 2025/03/29
Sun Mar 30 2025
Tech Portfolio Overview - LS - Profit from Short - 2025/03/29
Sun Mar 30 2025
Comparing NVDA GPU and AWS Trainium 2; Implication to Other Subsector
Sun Jan 12 2025
US 301 Investigation on China's Mature Node Foundry: Industry Implications
Tue Dec 31 2024
Tech Portfolio Overview - LO - NVDA concern? - 2024/12/26
Tue Dec 31 2024
Tech Portfolio Overview - LS - NVDA concern? - 2024/12/26
Tue Dec 31 2024
Tech Portfolio Overview - LO - 2024/12/15
Sat Dec 21 2024
Tech Portfolio Overview - LS - 2024/12/15
Sat Dec 14 2024
Tech Portfolio Overview - LO - 2024/11/30 - Meaningful Adjustments
Fri Nov 29 2024
Tech Portfolio Overview - LS - 2024/11/30 - Meaningful Adjustments
Fri Nov 29 2024
Tech Portfolio Overview - LS - 2024/11/29
Thu Nov 28 2024
Tech Portfolio Overview - LO - 2024/11/29
Thu Nov 28 2024
Is ROE analysis suitable for tech investment?
Sat Nov 16 2024
Tech Portfolio Overview - LS - 2024/11/17
Sat Nov 16 2024
Tech Portfolio Overview - LO - 2024/11/17
Sat Nov 16 2024
How shall we think about Apple Intelligence from investment perspective?
Sat Oct 26 2024
What happened during the Japan market collapse?
Mon Oct 07 2024
AI model evolution
Sat Sep 21 2024
What does OpenAI's Strawberry mean for AI hardware?
Sat Sep 14 2024
What are the most common mistakes that portfolio managers usually make?
Sat Mar 23 2024
Are we at bubbles for tech?
Sat Mar 09 2024
Difference of US buyside versus Asian buyside
Sat Mar 02 2024
Why Taiwan tech companies can catch up with US companies in the long run
Fri Mar 01 2024
It's important to know the investor base of your investment (excluding you)
Sat Feb 10 2024
Networking in AI
Sat Feb 03 2024
How to get a job in hedge fund?
Sat Jan 27 2024
How long is your holding period?
Sat Jan 20 2024
Some thoughts about AI investment – who benefit most
Fri Jan 12 2024
Some thoughts about AI investment – difference of the East and the West
Fri Jan 05 2024