01 Building Positions Account 1: Buy AI ETF – 2.5%, Robotics ETF – 2.5%. Account 1 position: 100% – fully invested. Subjective decision, after reducing positions in innovative drug ETFs yesterday, innovative drugs have reached new highs, quite impressive. For the 5% of funds that have been freed up, after some consideration, I decided that … Read more
On Friday,PCB prices for some stocks have already reached new highs, while others are approaching their previous highs. During the downturn, it was believed that AI capital expenditure growth had peaked, and domestic CSP manufacturers had money but couldn’t spend it. During the upturn, it was thought that if US stocks in AI could reach … Read more
If you have purchased insurance from the American insurtech companyLMND (Lemonade), you will encounter “Wow! (Maya)”! 1My Love-Hate Relationship withLMND I am a proudLMND investor, and since buying shares in this insurtech company, my emotions have been like a roller coaster. Other stocks may fluctuate, butLMND relies daily on a robot namedMaya to “attract fans”. … Read more
↑ Click on “5G Communication” above to grasp 5G dynamics in just two minutes every day. Daily 5G news to keep you updated on 5G, welcome to subscribe. — 5G Brother Today’s 5G Hotspot Guide China Unicom Dismantles 2G Base Stations ZTE’s Sarcastic Take on Apple’s New Device Ericsson Chairman Seeks Resignation Lenovo’s Self-Developed Chip … Read more
According to the latest survey by TrendForce, cloud service providers (CSPs), primarily from North America, are continuing to strengthen their investments in AI, which is expected to drive significant growth in enterprise SSD (Enterprise SSD) demand by the third quarter of 2025. In the context of low finished product inventory levels, the Enterprise SSD market … Read more
Is this yet another illusion of a “technological boom”? Just as everyone is still reeling from the fluctuations in the A-shares and Hong Kong stocks, exoskeleton robots suddenly made headlines on CCTV, instantly igniting the market’s sentiment. Social media buzzed with discussions: “Are robotics stocks about to take off?” and “Is a new technological boom … Read more
For nearly 10 years, the introduction on the website of the medical robotics company Auris, founded in 2007, has been a simple phrase: “A technology company based in Silicon Valley.” Moreover, there is no information about products or technology. Yet, this nearly decade-old startup secured a $150 million investment last year, the highest funding amount … Read more
The China Semiconductor Industry Association announced an important policy adjustment on April 11, 2025, changing the certification standard for the origin of integrated circuits from “packaging location” to “wafer fabrication location.” This new regulation is expected to accelerate the migration of global chip companies’ wafer fabrication processes to mainland China, bringing a significant influx of … Read more
In engineering development, it is sometimes necessary to first confirm which part of the code consumes time in order to optimize the program. So, how do we measure code execution time? In previous articles, two methods were mentioned: using an oscilloscope to measure I/O level changes to calculate code execution time, and using the System … Read more
Click the blue text above to follow us Do not open positions before the holiday! Staying in cash is the ultimate strategy to welcome the ultimate risk fest Friends, today I stand on the edge of the A-share market, hands in pockets, eyes sharp, yet I choose to be a “ruthless” spectator! Yes, I am … Read more