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($) TSMC: Where and How Will It Raise Prices
Before we get into today’s premium member post, a quick update on last year’s fund performance. My 2023 annual performance was examined and verified by…
Apr 24
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Kevin Xu
3
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($) TSMC: Where and How Will It Raise Prices
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Is Tesla China’s “Catfish”?
If you google “catfishing”, you get a plethora of results on its use as a term to describe fake online personas to dupe or scam people on social media…
Apr 12
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Kevin Xu
18
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Is Tesla China’s “Catfish”?
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March 2024
($) Do We Need Sovereign AI?
The more I think about it, the more I think we do.
Mar 17
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Kevin Xu
5
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($) Do We Need Sovereign AI?
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When the Houthis Found “the Cloud"
More than 20 countries are, in one way or another, involved in the four damaged undersea cables.
Mar 13
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Kevin Xu
15
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When the Houthis Found “the Cloud"
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($) Tracking Global AI Talent Flow
Is sovereign AI keeping more talents at home?
Mar 8
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Kevin Xu
5
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($) Tracking Global AI Talent Flow
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February 2024
Japan's Semiconductor Red Carpet
Phoenix should learn a thing or two from Kumamoto.
Feb 27
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Kevin Xu
29
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Japan's Semiconductor Red Carpet
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($) China’s Provincial GDPs: Pessimism or Sandbagging
I see China delivering 5% GDP growth as a base case.
Feb 14
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Kevin Xu
2
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($) China’s Provincial GDPs: Pessimism or Sandbagging
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Wang Chuanfu: A Name Everyone in the West Should Know
An American-esque, rags-to-riches story.
Feb 8
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Kevin Xu
82
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Wang Chuanfu: A Name Everyone in the West Should Know
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($) 10-K's and Geopolitics: AMD, Intel, Meta Edition
What annual reports can tell us about geopolitical trends
Feb 4
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Kevin Xu
6
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($) 10-K's and Geopolitics: AMD, Intel, Meta Edition
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January 2024
U.S. Export Control is Hurting Nvidia and Helping Huawei
“If you know yourself but not the enemy, for every victory gained you will also suffer a defeat.” -- Sun Tzu
Jan 28
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Kevin Xu
22
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U.S. Export Control is Hurting Nvidia and Helping Huawei
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($) AI May Have A Gross Margin and Bullshit Revenue Problem
The red hot generative AI sector may only be a year old, but it is already showing signs of financial shenanigans and profitability challenges. A pair…
Jan 25
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Kevin Xu
8
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($) AI May Have A Gross Margin and Bullshit Revenue Problem
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TSMC Hedges Against a CHIPS Act Fail
America needs to stop dragging its feet
Jan 19
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Kevin Xu
17
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TSMC Hedges Against a CHIPS Act Fail
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