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Kenji’s Substack

Kenji San
Hundreds of paid subscribers

My personal Substack

Platform
Substack
PricingFreemiumPublishesDaily
Issues2093Founded2 years agoLast Issue2 days ago
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Language
ZH-TW

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Latest Issues

細行報告 —— 美光強勁業績讓AI泡沫論者噤聲

多日來的科技股拋售引發了新的疑問:美國的人工智慧熱潮能否持續保持迅猛勢頭。

多日來的科技股拋售引發了新的疑問:美國的人工智慧熱潮能否持續保持迅猛勢頭。

2 days ago
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細行報告 —— 發盡戰爭財的無人機產業(二)

早於三年前,我們發表了極之震撼的報告,發盡戰爭財的Palantir ,Palantir 升了6倍,提及未來整個戰爭形態,Palantir CEO Alex Karp認為美國「非常有可能」最終會陷入與中國、俄羅斯和伊朗的三線戰爭。

早於三年前,我們發表了極之震撼的報告,發盡戰爭財的Palantir ,Palantir 升了6倍,提及未來整個戰爭形態,Palantir CEO Alex Karp認為美國「非常有可能」最終會陷入與中國、俄羅斯和伊朗的三線戰爭。

2 days ago
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日本投資 ---- 日本半導體產業6月升勢

最近,日本《鑽石》(Diamond Online)刊登了一篇很有意思的評論,多摩大學特別招聘教授真壁昭夫提出一個值得深思的問題:「黃仁勳最近先後訪問台灣和韓國,卻沒有到日本,這是否代表日本正在被AI時代跳過?」

2 days ago
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日本投資 ---- 12%以上甚至20%以上回報,來自哪裡?

市場上確實有一些中端有限服務酒店項目,能夠做到12%以上,甚至20%以上的投資回報。

市場上確實有一些中端有限服務酒店項目,能夠做到12%以上,甚至20%以上的投資回報。

3 days ago
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日本投資 ---- 為什麼酒店這麼難賺,還是有人持續投

很多資金一聽到“投資酒店”,第一個反應往往是沒興趣。

很多資金一聽到“投資酒店”,第一個反應往往是沒興趣。

3 days ago
Paid

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  • Kenji San

    I'm Kenji Osone (Kenji San), I'm a serial investor, an IT geek, we share everything about life.

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