AI Power at cusp of inflection point
Sun Feb 08 2026
Google & Amazon Capex Surges: AI Supply Chain
Sat Feb 07 2026
2026 Outlook: AI, Physical AI & China Tech
Tue Jan 13 2026
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
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
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
Is ROE analysis suitable for tech investment?
Sat Nov 16 2024
How shall we think about Apple Intelligence from investment perspective?
Sat Oct 26 2024
AI model evolution
Sat Sep 21 2024
What does OpenAI's Strawberry mean for AI hardware?
Sat Sep 14 2024
Are we at bubbles for tech?
Sat Mar 09 2024
Why Taiwan tech companies can catch up with US companies in the long run
Fri Mar 01 2024
Networking in AI
Sat Feb 03 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
Introduction
Sat Dec 30 2023