---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43286786.md"
description: "Recommended reading for the weekend:    1. Aswath Damodaran (@AswathDamodaran) — Information Timing and Release: The Gaming of Guidance!2. Dwarkesh Patel (@dwarkesh_sp) — Why compute might get 10x+ more expensive in coming years3. J.P. Morgan — Semiquincententacles4. @citrini — Protection Matters: Cybersecurity’s Winners and Losers5. Neil Shah (@neil_shah) — Innolight, Coherent, Lumentum: Who Wins and Loses in the Proposed FCC Ban on Chinese Transceivers?"
datetime: "2026-08-07T21:36:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43286786.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43286786.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43286786.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
---

# Recommended reading for the weekend:    1. Aswath …


### Related Stocks

- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [JPM.US](https://longbridge.com/en/quote/JPM.US.md)
- [300308.CN](https://longbridge.com/en/quote/300308.CN.md)
- [03308.HK](https://longbridge.com/en/quote/03308.HK.md)
- [JPM-M.US](https://longbridge.com/en/quote/JPM-M.US.md)
- [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md)
- [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md)
- [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md)
- [8634.JP](https://longbridge.com/en/quote/8634.JP.md)
- [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md)
- [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md)