FOMO研究院電子報
FOMO研究院如果你在找「明牌」代號，只想問漲跌，那這裡不適合你。 但如果你想建立自己的投資決策系統，在噪音中找到穿越週期的訊號，歡迎上船。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 51 | Subscribers | Read | fomosoc.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Netflix準備一統天下？CRDO搶了ALAB蛋糕？雲端老大與老三的合作? - KP思考筆記(第19期)
大家好，我是KP，歡迎來到第19期的《週末思考筆記》。
光通訊起飛，隨便買都會賺？LPO、CPO 與矽光子是甚麼？ 深度分析第23期：MRVL, LITE, COHR, FN
我們往往以為，只要買了 10,000 顆最強的 GPU，把它們堆在機房裡，AI 模型就會自動變聰明。
GPU 和 TPU的辯論錯在哪？羅賓漢線上賭場上線啦!諾和諾德為甚麼大起大落？ - KP思考筆記(第17期)
大家好，我是KP，歡迎來到第18期的思考筆記。
Gemini如何強勢反擊？TPU能搶佔GPU市場？博通起了甚麼作用？深度分析第22期：GOOG, AVGO, NVDA
在科技界的歷史長河中，「創新者的窘境」（Innovator’s Dilemma）是所有巨頭揮之不去的夢魘。
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Authors
The writers behind this newsletter.
我是KP，在金融界打滾多年，負責投資。 分享對市場的深度想法，不一定對，但保證有邏輯。 有興趣的話，不妨也follow我的IG! 免責聲明: 本人為香港證監會持牌人士。所有內容僅屬意見分享用途，並不構成投資建議。
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