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    • 苏36苏36
      ·09-21 23:31
      The real question for Berkshire isn’t whether Howard Buffett can replace Warren Buffett—it’s whether Berkshire can prove it no longer needs to. Greg Abel now controls operations and capital allocation, while Howard’s role is primarily to protect the culture that made Berkshire unique. That separation is interesting because Berkshire’s biggest advantage has never been just its portfolio; it has been disciplined capital allocation and decentralized management. For me, the key variable is Abel’s use of Berkshire’s enormous cash pile. Acquisitions, buybacks, or simply waiting for better opportunities will reveal far more about the next era than headlines around the succession itself. The Buffett era may be ending—but the real test is whether the Berkshire system can compound without Buffett a

      Berkshire Hathaway’s Succession Milestone: What Investors Need to Know?

      @AI_FocusedTrader：
      $Berkshire Hathaway(BRK.A)$ / $Berkshire Hathaway(BRK.B)$ Disclaimer: This article is for informational purposes only and does not constitute investment advice. 💬 Discussion prompt: What is your biggest expectation or concern for Berkshire under its new dual‑track leadership? Share your views in the comments. Berkshire Hathaway has completed the final major step in its decades‑long leadership transition. Warren Buffett, 96, is stepping down as Chairman and moving to Chairman Emeritus, while his son Howard Buffett takes over the chair role. Greg Abel, who became Chief Executive Officer in January 2026, retains full operational authority over the $1.1‑trillion conglomerate.
      Berkshire Hathaway’s Succession Milestone: What Investors Need to Know?
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    • 苏36苏36
      ·09-21 20:14
      The real story isn’t GPUs vs. ASICs — it’s specialization. GPUs should remain critical for training and rapidly evolving workloads, where flexibility and software ecosystems matter. But inference is different: once workloads become predictable and massive, every watt and every dollar per token matters. That’s why custom silicon is becoming strategically important. OpenAI’s Jalapeño, developed with Broadcom, is a good example of this shift toward workload-specific optimization. What interests me most is the “picks-and-shovels” layer. Broadcom isn’t simply competing with NVIDIA; it can benefit when hyperscalers build their own accelerators because those chips still need advanced connectivity, networking and silicon expertise. Broadcom’s Q3 FY2026 AI semiconductor revenue reached $16.7B, up
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    • 苏36苏36
      ·09-21 20:12
      Index rebalancing is less about “good stocks getting better” and more about mechanical capital flows. The key point this time is the Sep. 21 rebalance: S&P 100 added DELL, PANW, ANET and SNDK, while S&P 500 added BE, P and ILMN. For investors, the interesting part isn’t simply the headline inclusion—it’s the mismatch between forced buying and market expectations. Passive funds must adjust positions, but active traders often anticipate these flows beforehand. By the effective date, part of the demand may already be priced in. That creates a subtle setup: index inclusion can provide liquidity support, but it cannot manufacture earnings growth. So I’d separate two signals: index flows tell us where money must move; fundamentals tell us whether that money has somewhere to stay. The re
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    • 苏36苏36
      ·09-21 20:08
      The next AI bottleneck may not be compute—it may be connectivity. ECOC 2026 is showing why: Coherent is demonstrating 3.2T pluggable optics and a 6.4T NPO engine, while Marvell is pushing 400G/lane technology toward 3.2T. The deeper story is power per bit. As electrical links become harder to scale, optics are moving closer to the chip through NPO/CPO. For investors, this expands the AI infrastructure map beyond GPUs into DSPs, lasers, silicon photonics, optical modules and packaging. 3.2T and 6.4T are still largely technology demonstrations—not mass deployment. But the direction is clear: AI may increasingly be limited by how fast machines can talk, not how fast they can compute. The next AI arms race could be fought in photons, not transistors.

      AI’s Next Arms Race Isn’t Just in GPUs — It’s in Optical Interconnects

      @Tiger_comments：
      3.2T and 6.4T solutions are showing up at ECOC 2026. The next AI bottleneck may be shifting from raw compute to connectivity. As AI clusters scale from thousands to hundreds of thousands of GPUs, one problem is becoming increasingly important: How do you move massive amounts of data between those GPUs fast enough — and without burning too much power? That is exactly why optical interconnects are becoming a bigger part of the AI infrastructure story. At ECOC 2026, Coherent showcased a 3.2T OSFP optical module as well as a 6.4T NPO optical engine designed for next-generation AI scale-up and scale-out networks. The direction is becoming clear: 800G → 1.6T → 3.2T And the upgrade is not just about higher headline speeds. The bigger shift is that optics are moving closer to the chip. As GPU dens
      AI’s Next Arms Race Isn’t Just in GPUs — It’s in Optical Interconnects
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    • 苏36苏36
      ·09-21 18:35
      The headline S$3 billion is impressive, but investors should separate asset recovery from recurring fiscal revenue. Singapore’s money-laundering case involved more than S$3 billion of assets seized or frozen, with substantial amounts subsequently forfeited to the State. The bigger economic story is what the Government does with its recurring fiscal capacity. FY2026 already includes substantial support for businesses and households, including enhanced corporate tax relief and InvoiceNow adoption grants. For SMEs, the real opportunity is therefore not a one-off “windfall”, but policies that lower transformation costs, accelerate digitalisation and protect cash flow. For investors, I would watch productivity, business investment and corporate earnings rather than simply assuming forfeited as
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    • 苏36苏36
      ·09-21 17:56
      Friday’s action tells an interesting story: the S&P 500 barely moved, yet high-beta names exploded higher. That matters because beta measures sensitivity to the broader market—but the bigger signal is where risk appetite is flowing. COIN, MSTR and HOOD rallied with Bitcoin, while semiconductors extended their rebound. This looks less like a broad market breakout and more like investors selectively moving back toward higher-risk trades. For me, the key question isn’t “Did high-beta stocks rally?” It’s whether the rally broadens. If crypto, semis, AI and smaller growth stocks participate together with improving volume, risk appetite is becoming more convincing. If only a few names keep carrying the move, it may simply be a high-beta bounce. My vote: B — wait for confirmation. One explos
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    • 苏36苏36
      ·09-21 16:48
      the interesting part isn’t simply that insiders are buying—it’s where the buying is happening and whether it matches the business numbers. Across Sep 11–17, directors/CEOs reported 18 acquisitions versus six disposals, while 28 companies bought back S$101m of shares. A-Sonic stands out: management has been buying repeatedly while H1 revenue rose 28.1% and attributable profit jumped 234%. The company is also expanding across ASEAN through acquisitions. All-Link is another interesting signal: its executive director bought S$1.22m after H1 revenue grew 38.2%, although reported profit fell because of IPO expenses. The key takeaway: insider buying is not a guarantee of upside, but when management keeps putting real money behind a company while earnings and expansion are improving, it deserves

      Weekly | ALK, H13, BTJ, B61, WYO & BFT lead Buybacks

      @SGX_Stars：
      Over the five sessions through to 17 September, 75 director interests and substantial shareholdings were filed for close to 40 primary-listed stocks. Directors or CEOs reported 18 acquisitions and six disposals, while substantial shareholders recorded nine acquisitions and eight disposals. In addition, the five sessions saw 28 primary-listed companies conduct buybacks with a total consideration of S$101 million, led by Singapore Telecommunications and Keppel. 1. $All-Link A&S(ALK.SI)$ All-Link Executive Director Increases Stake Following 1HFY26 Results On 14 September, Madam Tang Ying, Executive Director of All-Link Air & Sea, acquired 2.3 million shares on-market for S$1.22 million, or approximately S$0.53 per share. The pur
      Weekly | ALK, H13, BTJ, B61, WYO & BFT lead Buybacks
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    • 苏36苏36
      ·09-21 14:19
      [你懂的]   Kodiak Sciences ($KOD) Most of the market’s attention is still focused on AI, semiconductors, memory and data centers. So today, I want to look at something completely different. Not an AI stock. Not a profitable growth company. Not even a company with meaningful commercial revenue yet. I’m talking about Kodiak Sciences ($KOD), a clinical-stage biotech focused on retinal diseases. What makes KOD interesting is not its current earnings. It is the possibility of a major valuation reset if its key clinical programs succeed. What does Kodiak actually do? Kodiak is developing therapies for serious retinal diseases, including wet age-related macular degeneration (wet AMD) and diabetic eye diseases. Its leading drug candidate is tarcocimab tedromer (Zenkuda). The key idea b
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    • 苏36苏36
      ·09-19
      1R, 2F, 3R, 4R, 5F, 6R, 7F, 8R, 9F and 10F. @TigerEvents [龇牙]
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    • 苏36苏36
      ·09-18
      A. 📉 Treasury yields keep falling I’d pick A — but the deeper story is not that the Fed suddenly turned dovish. The Fed just raised rates to 3.75%–4.00%, while signaling inflation remains elevated. Thursday’s rally was more about financial conditions. When the 10-year yield slipped back below 5%, the discount-rate pressure on long-duration tech stocks eased. Falling oil added another layer of relief by reducing inflation concerns. That explains why semiconductors led the rebound: when yields fall, high-growth companies with strong earnings expectations can re-rate quickly. The real test now is whether the 10-year can stay below 5%. If yields rise again, Thursday’s relief rally could quickly face another valuation squeeze. My vote: A — yields are the key variable to watch.
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