Nasdaq
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有關AI的Recursivity（遞歸性）、資本支出、股票市場方向、全球流動性等的討論
AI 遞歸性與算力效率提升，能否及時轉化為足夠營收支撐 Mag 7 當前萬億級 capex？本期 Market Lab 報告深入拆解技術產能與真實客戶端 ROI 的落差，並剖析全球央行流動性擴張與 Nasdaq…
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2026年7月美國股市下跌｜記憶體板塊還會全面復甦？｜還是AI熱潮已經減退？
AI 浪潮進入下半場，記憶體板塊從乏味零件晉升為市場主角！SK Hynix 於美國掛牌引發全球關注，HBM 需求已排至 2026 年。儘管 TSMC 與 ASML 業績後出現回調壓力，市場「派貨日」警號頻傳，但 AI…
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Is Fire-grilled Chicken even possibly a value or growth investment? | A Quick Look into El Pollo Loco (NASDAQ: LOCO) | Trading Record: 7-Jun-2024 LOCO Entry @ $10.45
Note: This post is written for my personal trading record purpose only,…
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Trading Record: 31-May-2024 SQQQ Stop Gain @ $10.575 (Ver AI)
Note: This post is written for my personal trading record purpose only,…
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Trading Record: 30-May-2024 SQQQ Entry @ $9.815
Note: This post is written for my personal trading record purpose only,…
