Andrew Lu on global semis and techs
Andrew Lu on global Semi/TechsSee through the semiconductor and technology trends and invest companies with their core competitiveness.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 68 | Subscribers | Read | andrewhclu.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Meta and AMD sign 6 GW GPUs deal with a warrant up to 160mn AMD shares
複製與OpenAI的6GW算力加1.6億AMD股票的認股權證合作模式，AMD 跟 Meta 加碼合作
陸行之扯投資 #2
上期小專欄提到要知道自己是精準交易人，還是長期投資人（陸行之扯投資 #1）？如果是精準交易人就趕快取消訂閱，是長期投資人就不要問我什麼價格賣股票，而是要問我你持有公司的核心競爭力會不會因為新技術而改變，護城河夠不夠寬，有沒有什麼經濟，政治，產業，戰爭的結構性變化而影響這些公司的獲利，還是這間公司其實不夠好但已經交易在數年以後的獲利估值。
WSJ might be exaggerating the impacts if Google is investing Fluidstack
華爾街日報報導谷歌將投資Fluidstack造成新興雲廠商暴跌，我們覺得這負面影響有些誇張
陸行之扯投資 #1
之前除了不定期會推出“陸行之扯趨勢“ 的產業專欄外（Andrew on trend #6: Why foundry cycles disappear?），從今天起我推出“陸行之扯投資”小專欄，但對於那些有特殊技能能準確預測買賣點及過去10年累積獲利每年CAGR超過22%的同學，可以跳過這個小專欄不用聽我胡扯。
Authors
The writers behind this newsletter.
No 1 ranked Asia semiconductor analyst in Asia Money and Institutional Investor II for six years during 2005-2009 at Citi and 2014 at Barclays. 30 years semi and tech analyst to see trends through the global supply chain.
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