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Google & Amazon Capex Surges: AI Supply Chain
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2026 Outlook: AI, Physical AI & China Tech
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Small Quiz: Shit vs Curry
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Switch vs. Server: ODM, EMS, OEM Comparison & AI Cycle Investment Outlook
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Long Short in AI: Focus on Margin Winners, Not Just Market Share
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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
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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 - LS - Continue Profit from Short - 2025/04/06
Sun Apr 06 2025