今年的必讀作者之一:
亨利·戴維·梭羅(HenryDavidThoreau,1817-1862)美國作家、哲學家,超驗主義代表人物
梭羅名言
https://zhuanlan.zhihu.com/p/149410585#:~:text=%2D%2D%E4%BA%A8%E5%88%A9%C2%B7%E6%88%B4%E7%BB%B4%C2%B7%E6%A2%AD%E7%BD%97%E3%80%8A%E7%93%A6%E5%B0%94%E7%99%BB%E6%B9%96%E3%80%8B,%E3%80%90122
善是唯一永遠也不會虧本的投資。
我們能夠給予物質的任何麵目,最終都不如真...[
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目前有的3個ETF是:
1》$EUV:CorgiLithography&SemiconductorPhotonicsETFrecentlylaunched(May2026),
2》$LYTT:RoundhillPhotonics&OpticsETF
3》$FOTO:還有最後將出來也是成份最純的一個:TuttleCapitalPurePlayPhotonicsETF(預定代碼:FOTO)
1》$EUV目前已經出台:
$LYTE目前仍處於申請階段,尚未上市。
Roundhill申請全新AI相關ETF
預定代碼(Ticker):$LYTE
...[
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https://x.com/artinmemes/status/2056908761634349271?s=20
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https://www.youtube.com/watch?v=zSzhgg60YXs&t=454sThewoundthatwon’theal’:AuthorYiyunLitalkswithAndersonaboutlosinghertwochildren"Inreallife,youcannottalkaboutwhatif.It'saboutwhatnow.Thingshappened.Whatnow?"Weliveinourownabyss...andcanneverfullygetoutofit,butwealsoconstantlytrytoliveabetter,awiser,amorejoyfullife,justtogothroughit.Welearnhowtosufferbetter.[
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The“Ruleof40”isaclassicsoftwareinvestingframework:
Revenuegrowth%+profitabilitymargin%=Ruleof40score
Whyitmatters:sustainingrapidgrowthandstrongprofitabilitysimultaneouslyisexceptionallydifficultforpublicsoftwarecompanies.
>Above40:healthy,sustainable
>Above100:rareterritory.
>Above140:stupendousperformance.
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https://x.com/InvestingVisual/status/2052468953037885460?s=20
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Top5publicCPOcompaniespoisedforstronggrowthfromtheAInetworkingshift:
1.**Broadcom(AVGO)**:LeadingCPOEthernetswitches(Tomahawk6)alreadyshipping.
2.**NVIDIA(NVDA)**:Quantum/SpectrumCPOplatformsforInfiniBand/EthernetAIclusters.
3.**Marvell(MRVL)**:OpticalDSPs+CelestialAIacquisitionforscale-up.
4.**Coherent(COHR)**:SiliconphotonicsCPOmodulesandlasers.
5.**Lumentum(LITE)**:Keyopticalengi...[
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AI投資8層框架x3類終端
1.能源
2.製造
3.存儲
4.芯片+互聯
5.算力
6.數據
7.模型+編排
8.應用+執行
可以有兩種用法1.查漏補缺,看看哪一塊還有不錯的機會,我比較看好物理AI
2.評估標的,覆蓋層數+不可替代性=護城河深度
護城河S級標的:
$NVDA
$GOOG
$TSLA
$TSM
SpaceX
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https://www.iyf.tv/play/bCDCD9Teen9[
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