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2025/2/20
With its unique data integration and security technologies, Palantir has emerged as a rising AI-driven stock. Rising as a leader in AI and big data analytics, Palantir continues to expand from government defense contracts into the private sector. This article analyzes Palantir’s growth trajectory, business model, and operations, along with its future prospects and potential risks. With the strategy of "Acquire, Expand, Scale", Palantir has built a highly customized market advantage, driving revenue growth. Palantir’s core platforms, Gotham and Foundry, serve as its primary services, managed by Apollo as the backend system. Additionally, it is actively developing AIP (Artificial Intelligence Platform) to enhance AI-driven decision-making for its clients.
# Stocks
# Fundamental Analysis
# USA
# Editor's Pick
Unlike its intuitive meaning, goodwill in accounting refers to a key item that reflects a company’s value during a merger or acquisition (M&A). It represents a company’s intangible assets and signifies the acquiring firm's recognition of the target company's brand, customer relationships, and market position. This article provides an in-depth analysis of goodwill’s critical role in M&A, explaining its underlying significance, calculation methods, and impact on financial statements. Finally, it illustrates these concepts with the well-known case of Facebook’s acquisition of Instagram.
# Beginners Guide
# Financial Lessons
# Investment
2025/2/14
This article provides an in-depth look at Netflix's transformation from a DVD rental service to a fully-fledged streaming media platform. By the end of 2023, Netflix had shifted its focus toward streaming services, advertising, and gaming to drive diversified growth. Netflix's core revenue stream remains subscriptions, with a strategy centered on enhancing user engagement and adjusting pricing models to sustain profitability. Amid intense competition, Netflix continues to strengthen its market position through original content production, commercial licensing, ad monetization, and technological innovation, demonstrating its competitive edge in the global entertainment industry.
2025/2/10
The official unveiling of Nintendo’s next-generation console, the Switch 2, not only marks a significant hardware upgrade but also represents a strategic battle within the global technology supply chain. The Switch 2 introduces key design innovations, including enhanced chip performance, upgraded memory, and dual USB-C ports, significantly improving the gaming experience and further strengthening Nintendo’s dominance in the portable gaming market. This article also highlights key Taiwanese suppliers in the Switch supply chain, covering core assembly, memory and power modules, as well as sensor production.
# Japan
# Manufacturing Industry
Nvidia shared its insights on AI future trends and technological innovations at the Consumer Electronics Show (CES) on January 5. This article discusses the topic from three key perspectives: core trends, business highlights, and future developments. Business Highlights include: GeForce RTX updates, Applications of Cosmos and robotics, Development of autonomous vehicles, and Advancements in Project Digits. For future developments, Nvidia emphasized enhancing AI’s depth of reasoning as its primary technical focus, with robotics serving as a crucial means to bring its AI vision to life. By further improving AI performance, Nvidia aims to lead the industry in bridging AI with real-world applications, particularly in edge AI.
2024/12/23
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is a widely used financial metric for assessing a company's core profitability, eliminating non-operational factors that may distort financial performance. This article explores the definition, formula, and advantages of EBITDA, along with practical applications. Additionally, the article discusses the limitations of EBITDA, including its exclusion of capital expenditures and comparability issues as a non-GAAP metric.
2024/10/18
NVIDIA, founded by Jensen Huang in 1993, is renowned for its invention of the GPU. With the rise of AI, the company shifted its focus from gaming graphics cards to data centers. Following the explosion of AI applications after 2023, its data center revenue grew substantially, making it a core division. NVIDIA also ventures into professional visualization, autonomous driving, and OEM sectors, offering a variety of products and solutions, while fostering AI and automotive technology development through partnerships. Leveraging its strong technical capabilities and market leadership, NVIDIA continues to expand across multiple fields.
# fiisual lab
ROA and ROE are indicators, as they help assess a company’s long-term investment value. ROA (Return on Assets) reflects how efficiently a company uses its assets, showing how well the business converts assets into profits over a specific period. ROE (Return on Equity) measures a company’s ability to generate returns for shareholders, indicating how efficiently the company uses shareholders' capital to make profits. Both ROA and ROE are useful for comparing companies within the same industry, revealing management capability and long-term trend shifts.
# Investment Strategy
The Statement of Cash Flows is one of the three main financial statements in a company's financial reports, providing insight into the actual cash movement within a company. This report helps investors assess the company's cash flow and financial stability by showing the inflows and outflows of cash. The cash flow statement is divided into three main sections: operating cash flow, investing cash flow, and financing cash flow. These figures help investors understand how a company manages its operations, investments, and financing activities.
The Price to Earnings Ratio (P/E) is a key tool used by investors to evaluate a stock’s value. This article introduces the basic concept of the P/E ratio, its calculation, and its application in investment decisions. The P/E ratio reflects the market’s expectations of a company’s growth and provides a sense of how long it might take for an investor to recover their investment through earnings. It is useful for comparing a company’s valuation against its peers. This article also uses Nan Ya PCB Corporation as a case study, showing how PE ratio fluctuates with market expectations.
# Investment Analysis
# Technical Analysis
# Chip Analysis
