My personal Substack
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2162 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | Language |  ZH-TW | |||
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細行報告 —— SanDisk王者歸來
上個月AI股集體恐慌時，我們的判斷很明確：這輪AI大週期才剛剛開始。
上個月AI股集體恐慌時，我們的判斷很明確：這輪AI大週期才剛剛開始。
細行報告 —— 跟住黃仁勳，點會死錯人（四）
我覺得這次Nvidia5000億美元的融資，市場可能還是看得太簡單了。
細行報告 —— 深入解釋Nvidia的循環融資
今天，NVIDIA 宣布與 Apollo、BlackRock、Blackstone、Brookfield、Goldman Sachs 和 KKR 建立合作夥伴關係，共同設立獨立融資平台，旨在動員超過 5000 億美元的第三方資本，長期支持 AI 基礎設施的建設。
這是 NVIDIA 與整個 AI 產業的重要里程碑。NVIDIA 已從過去企業逐案購買晶片、自行建設資料中心的時代，進入 AI 工廠可作為生產性基礎設施進行融資的新階段——擁有可重複的平台、長期機構資本，以及使用運...
升官發達冇老婆，飲酒食煙玩女人
有人說，男人一生最好的投資不是房地產，不是金，不是股票，而是一個對的女人。
什麼樣的女人成就什麼樣的男人，連巴菲特都說一生最好的投資是選對了老婆。所以，如果沒遇到一個好女人，你就自己準備好馬鞭，自己鞭自己吧！
男人的一生，站得高不高、走得遠不遠，取決於能否遇到個好女人，這個女人可能是女朋友，可能是老婆，可能是知己，可能是一輩子都不分離的情人！無論哪種，最重要的是你們的心在一起！德國哲學家費爾巴哈Ludwig Andreas Feuerbach說：「愛就是成就一個人」！...
細行報告 —— Kill the Boy and Let the Man be Born
這週AI圈發生的事，比《Game of Thrones 》還精彩。
這週AI圈發生的事，比《Game of Thrones 》還精彩。
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I'm Kenji Osone (Kenji San), I'm a serial investor, an IT geek, we share everything about life.
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