新葉投旅筆記

3 C's of life: choice, chance, and change.
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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...[閱讀全文]
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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 ...[閱讀全文]
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https://x.com/artinmemes/status/2056908761634349271?s=20 [閱讀全文]
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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.[閱讀全文]
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(2026-05-12 05:44:36)

The“Ruleof40”isaclassicsoftwareinvestingframework: Revenuegrowth%+profitabilitymargin%=Ruleof40score Whyitmatters:sustainingrapidgrowthandstrongprofitabilitysimultaneouslyisexceptionallydifficultforpublicsoftwarecompanies. >Above40:healthy,sustainable >Above100:rareterritory. >Above140:stupendousperformance. [閱讀全文]
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(2026-05-08 09:20:06)

https://x.com/InvestingVisual/status/2052468953037885460?s=20 [閱讀全文]
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(2026-05-07 18:35:49)
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...[閱讀全文]
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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 [閱讀全文]
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(2026-05-02 19:07:59)
https://www.iyf.tv/play/bCDCD9Teen9[閱讀全文]
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