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AI Power at cusp of inflection point

Sun Feb 08 2026

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Google & Amazon Capex Surges: AI Supply Chain

Sat Feb 07 2026

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2026 Outlook: AI, Physical AI & China Tech

Tue Jan 13 2026

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Small Quiz: Shit vs Curry

Sun Dec 28 2025

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Switch vs. Server: ODM, EMS, OEM Comparison & AI Cycle Investment Outlook

Sun Dec 07 2025

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Long Short in AI: Focus on Margin Winners, Not Just Market Share

Sun Nov 09 2025

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What to Focus On When Investing in Tech: Back to the Basic

Sat Oct 04 2025

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AI Expansion 2026: vs. Internet Cycle Explained

Sat Sep 06 2025

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Rethinking the IDM Business Model: The 12-inch Wafer Challenge

Sun Aug 10 2025

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Tech Portfolio Overview - LS - Reduce cash - 2025/04/22

Mon Apr 21 2025

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Tech Portfolio Overview - LO - Reduce cash - 2025/04/22

Mon Apr 21 2025

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Tech Portfolio Overview - LS - Continue Profit from Short - 2025/04/06

Sun Apr 06 2025

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