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2025/10/14
As AI technology advances, a competitive yet cooperative dynamic is gradually emerging among AI infrastructure providers and platform companies. This article highlights several recent major AI investment projects jointly undertaken by companies such as Oracle, OpenAI, and Nvidia. These collaborations have given rise to a new business model in the market, often referred to as the "The Perpetual AI Capital Machine." This cooperative approach reflects a form of vertical integration within the AI ecosystem, but it has also raised concerns among some analysts.
# Investment
# USA
2025/9/11
Founded in 2014 by Catherine D. Wood, ARK Invest is a U.S.-based asset management firm and one of the few companies in the ETF space that adopts an actively managed strategy. ARK is well known for its distinctive investment approach, focusing on disruptive innovation and emphasizing “transformational technologies.” This article provides a brief overview of the firm’s origins, highlighting its strong performance during the pandemic and offering an update on its current portfolio positioning post-pandemic. It also introduces several of ARK’s thematic ETFs, offering a simple comparison of their respective investment focuses.
# Financial Lessons
# Investment Strategy
# Stocks
# Mutual Funds
# ETFs
2025/9/2
Section 232 of the United States Trade Expansion Act of 1962 grants the President the authority to impose tariffs or implement import restrictions on specific goods if they are determined to pose a threat to national security following an official investigation. Since the second term of President Trump, several investigations have been initiated across various product categories. To date, punitive tariffs have been imposed on three major categories: steel and aluminum, automobiles and auto parts, and copper. The article also offers a more detailed industry-by-industry analysis, exploring the potential future impact of the relevant trade measures.
# Taxation
# News
2025/6/30
How to Read a 13F Report? This article offers a detailed breakdown of the different types of 13F filings and explains how investors can use the publicly available data to support their investment decisions. Key takeaways include tracking industry trends or popular stocks, monitoring changes in institutional AUM, and identifying which sectors are favored by different types of investors. Once investors have defined their own targets and preferences, leveraging 13F reports effectively can significantly improve their chances of success.
# Chip Analysis
2025/6/4
UC Capital is the Taiwanese firm that purchased the commemorative ball marking Shohei Ohtani’s 50 homers and 50 steals in a single season. Headquartered in Taipei, it is a quantitative proprietary trading firm. By focusing on high-frequency proprietary trading of Taiwanese stocks, ETFs, and derivatives, the firm—operating as a single quant fund—has become one of the leading institutional players in Taiwan’s financial markets. This article provides a brief introduction to the company and its investment strategies, along with an overview of its corporate culture and its strong performance in recent years.
# Taiwan
Bridgewater Associates is one of the largest hedge funds in the world, renowned for its unique investment strategies and long-term, consistent performance. It holds a significant and influential position in the financial industry. This article shares the story behind Bridgewater’s founding, its investment approach, and the background of its founder, Ray Dalio. It also examines Bridgewater’s latest 13F filing to analyze its current holdings and infer its present investment outlook.
On May 3rd of this year, Warren Buffett officially announced at Berkshire Hathaway’s annual shareholders meeting that he will be retiring by the end of the year. He also named Greg Abel as his successor and the company’s next CEO. This article reviews Buffett’s investment philosophy and Berkshire Hathaway’s investment approach, while also briefly introducing the background of incoming CEO Greg Abel.
# Long-term Investment
2025/3/17
Equity is a fundamental concept of business ownership that influences corporate governance, capital raising, and investment decisions. This article begins with the basics of equity, explaining how shareholders participate in a company’s operations through ownership. It outlines shareholders’ rights and obligations, including the right to profit distribution, voting rights, claims to residual assets, and access to company information. The article also explores various types of equity—such as common stock, preferred stock, and restricted shares—as well as the investment risks and responsibilities shareholders must bear. Through these discussions, readers gain a clearer understanding of how equity functions.
# Beginners Guide
2025/2/25
Unlike traditional computers, quantum computers can accomplish complicated problems in much shorter time. This article explains quantum computing' key principles: quantum superposition and quantum entanglement ,and further exploring current technological advancements, potential future applications, and existing challenges. As quantum computing technology progresses, it is expected to drive breakthroughs in cryptography, material science, financial analysis, and artificial intelligence. However, realizing the full potential of quantum computing still faces significant technical challenges. Despite these hurdles, quantum computing is on the path to transforming various industries in the near future.
# China
# Europe
# Editor's Pick
2025/2/20
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.
# Fundamental Analysis
# Financial Planning
# Asset Management
