Episodes

1240 集,每集一份重點整理 · 第 40/42 頁

2026.04.24 Vik's 🍪 TWiC: TPU v8, Intel Rises Up, Marvell-Polariton 3 主題

2026.04.24 Notboring Weekly Dose of Optimism #190 5 主題

2026.04.24 James Bulltard 4/24/26 Recap 3 主題

2026.04.24 Bonner Private Research Rough Trail Ahead 2 主題

2026.04.24 FundaAI Deep|DeepSeek V4 vs Claude vs GPT-5.4: A 38-Task Benchmark Across Coding, Reasoning, and Financial Research 5 主題

2026.04.24 Crisis Investing Trump's Next Move 4 主題

2026.04.24 Samuel6788 美股市場分析 7 主題

2026.04.24 Rene Sellmann 5 Quality Names Ready to Turn? 3 主題

2026.04.23 Semivision Key Takeaways from TSMC's 2026 North America Technology Symposium 7 主題

2026.04.23 Unusualwhales Trader Makes $15 million With Synthetic Long Strategy 2 主題

2026.04.23 Notboring The Great Blue Frontier 5 主題

2026.04.23 Compounding Quality 🛒 Our Shopping List (Part II) 3 主題

2026.04.23 Shrubstack The War of Worry 2 主題

2026.04.23 Capital Flows Research Labor, Growth, and Inflation: How Interest Rates Drive the Credit Cycle 4 主題

2026.04.23 Capital Flows Research Decoding the Warsh Testimony: What the Next Fed Chair Actually Said 6 主題

2026.04.23 FundaAI Deep|NVDA: Rethinking NVIDIA's Moat in the AI Stack 3 主題

2026.04.23 Crisis Investing Every Time This Has Happened Since 1978, the Recession Was Already Starting 2 主題

2026.04.23 HFIR Research (Public) The Unacceptable Status Quo And Why The Oil Market Will Never Be The Same Again 3 主題

2026.04.23 The Market Dispatch Record Highs, New Inflation Math, and a Spirit Bailout 3 主題

2026.04.22 股癌 Gooaye EP655 | 🐯 10 主題

2026.04.22 美股夢想家 Will 比 0050 更會漲！這 3 檔「主動型 ETF」漲幅突破 50%！經理人幫你選股真的比較賺？00981A、00992A、00994A 全解析 5 主題

2026.04.22 Equity Brian A Microcap at 3x EBITDA, Growing >20%, 90% Insider-Owned 4 主題

2026.04.22 Tactics Hazel Investing Explained: The VIX 2 主題

2026.04.21 Semivision Intel's New Strategy May Not Start With Leading-Edge Nodes, but With Advanced Packaging 6 主題

2026.04.21 Semivision VLSI: Taiwan's Window for International Collaboration in Critical AI Technologies 6 主題

2026.04.21 Vik's XPO vs CPO: The Trade-offs Between Speed, Power, and Modularity in Next-Gen AI Networking 3 主題

2026.04.21 Stephen Tobin Psychedelic Breakthrough: President Trump's Executive Order 4 主題

2026.04.21 Masters of Compounding Why Smart Investors Should Scare You More Than Bad Ones 1 主題

2026.04.20 Semianalysis How Much Do GPU Clusters Really Cost? 5 主題

2026.04.19 Semivision A Child's Wish, a Corporate Response, and the Power of Human Warmth 1 主題