Comparing NVDA GPU and AWS Trainium 2; Implication to Other Subsector
Mon Jan 13 2025
Tech Portfolio Overview - LO - NVDA concern? - 2024/12/26
Wed Jan 01 2025
US 301 Investigation on China's Mature Node Foundry: Industry Implications
Wed Jan 01 2025
Tech Portfolio Overview - LS - NVDA concern? - 2024/12/26
Wed Jan 01 2025
Tech Portfolio Overview - LO - 2024/12/15
Sun Dec 22 2024
Tech Portfolio Overview - LS - 2024/12/19 -some changes according to market (PnL accumulating)
Sun Dec 22 2024
Tech Portfolio Overview - LO - 2024/12/19 - some changes according to market (PnL accumulating)
Thu Dec 19 2024
Tech Portfolio Overview - LS - 2024/12/15
Sun Dec 15 2024
Tech Portfolio Overview - LS - 2024/11/30 - Meaningful Adjustments
Sat Nov 30 2024
Tech Portfolio Overview - LO - 2024/11/30 - Meaningful Adjustments
Sat Nov 30 2024
Tech Portfolio Overview - LO - 2024/11/29
Fri Nov 29 2024
Tech Portfolio Overview - LS - 2024/11/29
Fri Nov 29 2024
Tech Portfolio Overview - LO - 2024/11/17
Sun Nov 17 2024
Is ROE analysis suitable for tech investment?
Sun Nov 17 2024
Tech Portfolio Overview - LS - 2024/11/17
Sun Nov 17 2024
How shall we think about Apple Intelligence from investment perspective?
Sun Oct 27 2024
What happened during the Japan market collapse?
Tue Oct 08 2024
AI model evolution
Sun Sep 22 2024
What does OpenAI's Strawberry mean for AI hardware?
Sun Sep 15 2024
What are the most common mistakes that portfolio managers usually make?
Sun Mar 24 2024
Are we at bubbles for tech?
Sun Mar 10 2024
Difference of US buyside versus Asian buyside
Sun Mar 03 2024
Why Taiwan tech companies can catch up with US companies in the long run
Sat Mar 02 2024
It's important to know the investor base of your investment (excluding you)
Sun Feb 11 2024
Networking in AI
Sun Feb 04 2024
How to get a job in hedge fund?
Sun Jan 28 2024
How long is your holding period?
Sun Jan 21 2024
Some thoughts about AI investment – who benefit most
Sat Jan 13 2024
Some thoughts about AI investment – difference of the East and the West
Sat Jan 06 2024