投資從零開始 (Andy)

The cybersecurity (information security) sector continues to be one of the strongest sectors in the current market, and my long positions are still being "held tight." Why is this? $IBM(IBM.US) CEO's remarks yesterday directly gave the market the answer: because companies are now "panic stockpiling." To address AI computing power anxiety, companies are frantically buying servers and memory, even diverting funds intended for regular software purchases. Among all software budgets, the only one absolutely un-cuttable is "cybersecurity"...

The market has been volatile these past two weeks. Many friends around me who have just entered the market have seen their accounts unknowingly retract by 20% or even 30%. To be honest, this really hurts, but it's also the most honest warning the market gives us. If an account can lose 20-30% in just two weeks, the problem often isn't 'misreading the market,' but that we might have unknowingly turned 'investing' into 'gambling.' The temptation to double your money quickly or get rich overnight is something everyone has at the beginning. But the reason real market winners can survive long and go far isn't because they are incredibly accurate...

Today's ruthless sell-off in the US stock market wiped out over $1,000,000,000,000 in a single breath. Watching your account shrink is definitely not a good feeling, and I completely understand this sense of anxiety. But the more this happens, the more we need to stay clear-headed. About that "magical pattern": Don't treat the stock market like a casino. Recently, a very interesting historical pattern has been circulating in the market. Let's review it together: The past 4 Mondays: All rose. Tuesdays and Wednesdays: Mixed gains and losses (volatile shakeouts). The past 8 Thursdays / 4 Fridays: All fell. Seeing this...

$Alphabet(GOOGL.US), $Microsoft(MSFT.US), $Meta Platforms(META.US), and $Amazon(AMZN.US) will invest over $600 billion in capital expenditure (CapEx) this year. This money isn't disappearing; it's being transformed into growth momentum for the entire semiconductor and energy industries. The earnings report from $NVIDIA(NVDA.US) in a few weeks will be the "exclamation mark" that validates this wave of investment...

說真的，看到這張 +24.75% 的成績單，心情只有「舒服」兩個字。😌這不是運氣好，也不是什麼內線消息。這筆 $Western Digital(WDC.US)  的交易邏輯，其實早在行情發動前，我就已經寫好劇本。很多人問我怎麼抓到的？其實交易可以很優雅，不用殺進殺出。 今天公開我的「懶人獲利公式」...

Gold has just hit $4,467 per ounce. Silver reached $68.90 per ounce. Both have hit record highs. Several Wall Street banks predict that gold could surge to $5,000 per ounce by 2026. But what they didn't tell you is—the real opportunity might not lie in gold or silver itself, but in the mining companies. And these miners are still undervalued...

Remember the "Five Key Stocks of the Week" carefully selected by IFZ for you last week? At that time, we highlighted the space potential stock $Rocket Lab(RKLB.US), which has surged over +50% since we bought it last week! 🔥But as the stock price reaches the $75 mark, an interesting phenomenon occurs... The market sentiment is not "euphoria" but "fear"? Although the stock price hit a new high, what I see is not universal cheers, but more and more people asking: "Should we reduce holdings?" "Is it time to run?" This mentality is completely understandable...

2026 Space Economy Watchlist If SpaceX goes public in 2026, it will bring the entire $1.8 trillion space economy under the strongest spotlight in history, because once the 'anchor' of this industry is listed, every layer of the ecosystem will be drawn into the same narrative...

In this technology revolution driven by AI...

End of monopoly? China's 'Manhattan Project': First glimpse of domestically produced EUV lithography machine According to the latest report from Reuters, China has made a major breakthrough in the most advanced field of semiconductors: successfully manufacturing a prototype of an extreme ultraviolet (EUV) lithography machine for producing advanced chips. 1. Challenging ASML's monopoly For a long time, Dutch giant ASML has been the only company in the world capable of producing EUV machines. These machines cost up to $250 million each and are indispensable for producing cutting-edge chips for Nvidia and AMD...

Google is launching a direct attack on Nvidia's core asset: Is the $4 trillion empire's software moat about to collapse? Google has just launched a direct attack on Nvidia's most valuable asset. This time, the battlefield is not hardware chips but the software ecosystem that Nvidia relies on for survival. If this move succeeds, Nvidia's $4 trillion empire may face a repricing. Key point: Secret project "TorchTPU" exposed According to the latest news, Google is developing a secret project called "TorchTPU"...

After the AI frenzy, the market sentiment has changed during the cooling-off period. Today, the AI sector and the overall market faced massive selling pressure, leaving many investors stunned. This is not an isolated incident but a perfect storm of "fundamental concerns" and "technical weakness." The core trigger stems from a financing turmoil involving tech giant Oracle ($Oracle(ORCL.US)), which is now exposing the market's most vulnerable side...

Barron's has just released its 2026 stock picks list, showing a major shift in style. You don't need to go through the 2025 list one by one—I've already summarized it for you👇​2026 is completely different from 2025. In 2025, they bet on a basket of already surging tech, AI, and momentum stocks, significantly outperforming the S&P 500. The latest 2026 list, however, has almost entirely shifted to defensive and value stocks, with a style completely different from 2025...

【Hollywood's Final Battle: Why $Netflix(NFLX.US) Must Swallow Warner Bros.?】Netflix acquired Warner Bros. Discovery ($Warner Bros. Discovery(WBD.US)) for $72 billion. The company that once defeated Blockbuster will now own Harry Potter, Batman, HBO, and over a century of Hollywood's top assets. Everyone thought this deal was just about acquiring strong IPs, but in reality, Netflix is eliminating its last major competitive threat...

Graphics card (GPU): NVIDIA（$NVIDIA(NVDA.US) ）／AMD（$AMD(AMD.US) ）Central Processing Unit (CPU): AMD（$AMD(AMD.US) ）／Intel（Intel，$Intel(INTC.US) ）Network equipment: Arista Networks（$Arista Networks(ANET.US) ）／Cisco...

Michael Burry just bet $1.1 billion, believing the AI revolution is a scam. He's not questioning the technology, but the valuation. 80% of his entire investment portfolio is now betting on put options for $NVIDIA(NVDA.US) and $Palantir Tech(PLTR.US)... This isn't hedging, it's conviction. The same conviction that earned him $700 million when he shorted the housing market, when the whole world said he was crazy. Burry once again sees the same symptoms. The same frenzy, the same flawed math...

1/$Amazon(AMZN.US) is currently the cheapest mega-cap (Mag 7) stock. Even under more conservative assumptions, the stock price could easily double from its current level. Here's everything you need to know about investing in $Amazon(AMZN.US) 👇 2/ $Amazon(AMZN.US) is leading three high-growth markets. It is the market leader in e-commerce and cloud computing, while also being the fastest-growing advertising business among large tech companies. These divisions currently generate over $50 billion in combined annual revenue...