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2025/7/8
Tesla officially launched its Robotaxi pilot program on June 22, 2025 (U.S. time). The service is accessed through a proprietary mobile app, allowing riders to request rides based on their needs while offering a more personalized in-car experience. The pilot received generally positive feedback, with praise for its smooth rides and ability to respond to ambulances and detect traffic violations in real time.Despite showcasing multiple technical strengths, there were still several incidents involving system glitches and operational errors. This article also compares Tesla’s Robotaxi with competitors such as Waymo and Zoox in terms of commercialization progress. Unlike other players, Tesla has built an end-to-end autonomous driving system with high scalability, which supports faster deployment and significantly lowers per-vehicle costs.
# Stocks
# USA
# Manufacturing Industry
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.
# Financial Lessons
# Investment
# Investment Strategy
# Mutual Funds
# ETFs
# Chip Analysis
2025/6/4
Whether it's DRAM for short-term data buffering or Flash for long-term data storage, memory has become an essential building block in electronic systems. This article introduces the two major categories of memory—volatile and non-volatile—and explains their respective characteristics and application scenarios. It concludes with an overview of prominent memory companies in Taiwan and around the world, analyzing their current production capacities as well as potential future trends and outlooks.
# Fundamental Analysis
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
2025/4/24
Unlike CPUs and GPUs, ASICs (Application-Specific Integrated Circuits) are pre-configured for specific applications before manufacturing. These chips are highly customized in both design and production, tailored for targeted use cases. ASICs have seen rapid growth in the AI and cloud computing markets. In the context of LLM (Large Language Model) applications, while Nvidia maintains a strong advantage in the training phase through its mature CUDA ecosystem, ASICs are expected to demonstrate significant potential in the inference phase due to their unique product attributes. Over time, a complementary ecosystem is likely to emerge, where ASICs fill specific roles alongside GPUs. This article offers a concise overview of ASIC characteristics, business models, industry landscape, and future outlook.
# Taiwan
2025/4/9
On April 2, President Donald Trump announced a sweeping new trade policy: starting April 5, the U.S. will impose a 10% baseline tariff on all trade partners. Countries deemed to have unfair trade practices will face reciprocal tariffs ranging from 10% to 50%, effective April 9. Taiwan's rate is set at 32%, while China faces a staggering total tariff burden of 104%, including previously implemented levies. This article breaks down the complete tariff schedule, including region-specific rates, product exemptions, and future planned tariffs on key sectors. It also analyzes the global market response, with U.S. stocks tumbling—particularly in the energy sector—and heightened volatility across oil, gold, and other commodities amid escalating trade war fears and rising risk-off sentiment.
# Bonds
# Investment Analysis
# News
# Taxation
2025/3/25
As the world’s leading GPU provider, NVIDIA’s success lies in its fully integrated software-hardware ecosystem and its highly scalable business leverage model. This article will dive deep into how NVIDIA has built a powerful, closed GPU ecosystem through its proprietary CUDA technology, securing a leading position across verticals such as gaming, artificial intelligence (AI), data centers, and autonomous driving. This article also systematically introduces NVIDIA’s product lineup, core competitive strengths, and technical comparisons with peers such as AMD and Intel. It also highlights the latest technologies and future directions revealed at the GTC conference. As AI technology continues to evolve rapidly, cost-performance is expected to become a critical factor shaping the market landscape. Investors should closely monitor trends in real-world applications and carefully assess the potential risk of an AI bubble to seize long-term investment opportunities.
2025/3/20
Constellation Brands (STZ) is a well-known U.S. producer and distributor of alcoholic beverages, with core operations spanning beer, wine, and spirits. Its beer segment continues to show stable growth, while its wine and spirits businesses have shifted focus toward the premium market. In line with evolving consumer trends, the company is also actively expanding into non-alcoholic and functional beverages. In 2017, Constellation invested in cannabis in an effort to enter the cannabis-infused beverage market. However, the market’s performance fell short of expectations, and Canopy has remained unprofitable. In 2024, Constellation further reduced its stake and redirected its focus back to its core business. As the alcoholic beverage industry continues to move upscale, Constellation maintains a competitive edge.
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
# Technical Analysis
