AI Power at cusp of inflection point
Sun Feb 08 2026
Google & Amazon Capex Surges: AI Supply Chain
Sat Feb 07 2026
Small Quiz: Shit vs Curry
Sun Dec 28 2025
Switch vs. Server: ODM, EMS, OEM Comparison & AI Cycle Investment Outlook
Sun Dec 07 2025
Long Short in AI: Focus on Margin Winners, Not Just Market Share
Sun Nov 09 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 - LS - Profit from Short - 2025/03/29
Sun Mar 30 2025
Tech Portfolio Overview - LO - Take a short break - 2025/03/29
Sun Mar 30 2025
Tech Portfolio Overview - LS - Rout no impact - 2025/03/27
Thu Mar 27 2025
Tech Portfolio Overview - LO - Bearing for a while - 2025/03/27
Wed Mar 26 2025
Tech Portfolio Overview - LO - 2025/01/25
Sun Mar 23 2025
Tech Portfolio Overview - LS - Stand The Short Squeeze - 2025/01/25
Fri Jan 24 2025
Tech Portfolio Overview - LS - NVDA concern? - 2024/12/26
Tue Dec 31 2024
Tech Portfolio Overview - LO - NVDA concern? - 2024/12/26
Tue Dec 31 2024
Tech Portfolio Overview - LO - 2024/12/15
Sat Dec 21 2024
Tech Portfolio Overview - LS - 2024/12/19 -some changes according to market (PnL accumulating)
Sat Dec 21 2024
Tech Portfolio Overview - LO - 2024/12/19 - some changes according to market (PnL accumulating)
Wed Dec 18 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
Tech Portfolio Overview - LS - 2024/11/17
Sat Nov 16 2024
Tech Portfolio Overview - LO - 2024/11/17
Sat Nov 16 2024
What happened during the Japan market collapse?
Mon Oct 07 2024
What are the most common mistakes that portfolio managers usually make?
Sat Mar 23 2024
Difference of US buyside versus Asian buyside
Sat Mar 02 2024
It's important to know the investor base of your investment (excluding you)
Sat Feb 10 2024
How long is your holding period?
Sat Jan 20 2024
Introduction
Sat Dec 30 2023