大叔美股筆記 Uncle Stock Notes
大叔美股筆記 Uncle Stock Notes, ❤️\ud83d\udd25 Anthony, \ud83c\udf44 K.C.「大叔美股筆記透過產業洞察、政策趨勢與財務分析，幫助讀者做出更聰明的投資判斷——同時穿插一些真實人生與幽默日常。」 “Uncle Stock Notes shares industry insights, policy trends, and financial analysis to help readers make smarter investment decisions—with a dose of real talk and life stories along the way.”
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 588 | Subscribers | Read | unclestocknotes.substack.com |
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客製化ASIC晶片將如何影響輝達，或者將如何與客製化ASIC晶片競爭。
分析師提問：「Jensen，我想問一下關於客戶定制ASIC的問題。我這麼問是因為，如果我們聽聽你幻燈片上列出的那些CSP（通信服務提供商）的說法，以及一些定制ASIC廠商的說法，就會發現他們的部署規模相當龐大。所以，我想听聽你的立場，你將如何與定制ASIC 競爭，它們又將如何與你競爭的看法如何與你競爭。
矽谷知名投資人 彼得·希爾（Peter Thiel） 關於其著作《從 0 到 1》（Zero to One）的演講分享
影片內容的重點摘要翻譯與分析：
#ONDS Ondas Holdings旗下4M Defense和Safe Pro Group完成中東試點項目
這則新聞，表面看起來只是完成一個八週試點計畫，但大叔看完之後，只記住一句話：
The "Fat Finger" Panic: Why the Market Got the Oracle/Blue Owl Drama Completely Wrong
Don’t let the algorithms shake you out. Put on your fund manager glasses—Uncle is here to show you what really happened.
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\ud83c\udf0d 美股財經評論家| 長期旅居美國 ✈️ 經常出差於全球，足跡遍及中國、台灣、北美及中南美洲 \ud83d\udd0d 擁有深入的總體經濟、國際關係、貿易與供應鏈管理經驗 \ud83d\udca1 熱衷分享美股投資觀點與市場資訊 ⚠️ 抄作業前請深思慎選，評估自身風險承受能力與資金管理 \ud83c\udfca\ud83c\udfc0\ud83c\udfcc️♂️ 熱愛游泳、籃球與高爾夫的大叔
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