Episodes

1430 集,每集一份重點整理 · 第 46/48 頁

2026.04.26 美投講美股 MeiTouJun 馬斯克又放大招！特斯拉發生3大變動，股價又要跌了？ 1 主題

2026.04.25 大叔美股筆記 ServiceNow #NOW 2026 Q1 財報分析 5 主題

2026.04.25 大叔美股筆記 Texas Instruments #TXN 2026 Q1 Earning Analysis (Eng) 2 主題

2026.04.25 FOMO研究院台積電不買ASML新機？Intel皇者歸來？- KP思考筆記(第39期) 6 主題

2026.04.25 Doomberg To Spite Its Face 2 主題

2026.04.25 Von Greyerz SILVER BULL UNSTOPPABLE - 100s of BILLIONS OZ OF PAPER SILVER WITH NO PHYSICAL 2 主題

2026.04.25 Crisis Investing The World's Refineries Are Burning—and It's Not the War 1 主題

2026.04.25 Samuel6788 台積電讓競爭者愈感到絕望 1 主題

2026.04.24 Semivision Intel Has Moved From "Can It Survive?" to "How Fast Can It Expand Capacity?" 4 主題

2026.04.24 Semianalysis The Coding Assistant Breakdown: More Tokens Please 5 主題

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