90s.pm.investing
90後PM｜投資筆記｜市場充滿童話故事 , 我們堅持用科學畫樹 ｜假設驅動、相互獨立、完全窮盡
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 148 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | Language |  ZH-TW | |||
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90spminvesting.substack.comLatest Issues
Medtronic plc (MDT) - 我們畫樹
Next ISRG ? 假設驅動 | 相互獨立 | 完全窮盡
一、Medtronic是誰？
Uber Techologies Inc (Uber) 我們畫樹
自動駕駛是新機遇? 假設驅動 | 相互獨立 | 完全窮盡
一、Uber 是誰？
我把所有東西都放進去了 - Draw Tree MCP
黑暗時代
我們現在身處的，是投資研究的黑暗時代。
不是因為資訊不夠多。資訊從來沒有這麼多過——彭博、Refinitiv、Capital IQ、AlphaSense、Reddit、Twitter、Substack，再加上一打 AI tool 每天生產出來的「分析」。問題在於：兩份報告都說得頭頭是道，而你，根本無從判斷哪一份是對的。
你今天讀到一份賣方報告，結論是「NVDA target $250」；下個月同一家行的另一份報告，結論卻是「NVDA targ...
Credo Technology (CRDO) - 我們畫樹
Connectivity is the Next AI Bottleneck , Again? 假設驅動 | 相互獨立 | 完全窮盡
H-0：CRDO 能否在 FY2027–FY2028 證明連接已取代算力成為 AI 叢集擴展的主要物理限制，並透過 AEC → CPO/NPO 全棧能力，在這個不可繞過的新瓶頸中佔據競爭對手難以複製的結構性位置？
Lumentum (LITE) - 我們畫樹
GPU/CPU -> Memory -> Connectivity? 假設驅動｜相互獨立｜完全窮盡
一、Lumentum 是誰？
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90後PM｜投資筆記｜拒絕童話故事，堅持樹狀思維、科學驗證｜每個人都有能力做高品質的投資決策｜所有頻道的發言只作研究用途，不構成任何投資建議，投資人應獨立判斷，審慎評估並自負風險
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