All articles

Buffett's Practical Investing 2026-06-07 140

After the chip-stock bloodbath, how many aces does Jensen Huang still have? AI capital is shifting direction

Semiconductor shares pulled back across the board, with NVIDIA also sliding. This piece analyzes Jensen Huang’s multiple core strengths and explains how AI capital is moving away from a single GPU compute trade toward networking, HBM, data-center infrastructure, and other niches.

Buffett's Practical Investing 2026-06-12 127

The biggest IPO debut ever! Breaking down SpaceX’s three businesses, profits and losses, sky-high valuation, and potential investment risks

SpaceX has officially listed on Nasdaq, setting the record for the largest IPO ever, with a total valuation of $1.77 trillion. We break down the revenue and costs of its rocket, Starlink, and AI businesses, and analyze valuation, historical IPO patterns, and ownership structure to assess entry choices and key risks for ordinary investors.

Buffett's Practical Investing 2026-06-13 120

2026 World Cup: a $40 billion capital feast — who is the best allocation for 2026? Three-layer analysis to help you win big

The 2026 US-Mexico-Canada World Cup is expected to boost GDP by $40.9 billion and unlock hundred-billion-dollar business opportunities. We break down media ads, sports brands, tourism, and betting, analyze the value of hot teams, and share a three-layer stepped allocation strategy with risk points.

Buffett's Practical Investing 2026-06-14 0

A deeply undervalued AI chip unicorn: Physical AI + 6G are taking off! The best opportunity of the year has arrived — is it really bargain-bin cheap now?

Qualcomm is a promising AI chip name with a deep push into on-device AI, embodied intelligence, and 6G. We break down its three core businesses, real earnings growth, and current valuation using P/E and DCF, while reviewing risks such as Apple’s in-house chips, supply chain, and geopolitics.

Buffett's Practical Investing 2026-06-17 125

International gold prices hit an all-time high: has the market turned?

International gold prices broke above $2,500 per ounce, setting a new record. This article analyzes the drivers behind the rise from multiple angles, including shifts in global monetary policy and economic data, and explores whether the market has reached a turning point.

Buffett's Practical Investing 2026-06-21 137

Trump on Iran Deal: Will Blame Vance if It Fails

Trump said at G7 on Iran deal: if successful, credit to him; if fails, blame VP JD Vance. Text covers ceasefire, sanctions, nuclear material disposal, other disputed clauses.

Buffett's Practical Investing 2026-06-21 201

Fed FOMC Statement Holds Rates Steady, Signals Macro Positives

Fed FOMC statement holds federal funds rate target range at 3.5%-3.75%. Committee notes solid employment, inflation still above 2% target, remains committed to price stability.

Buffett's Practical Investing 2026-06-21 152

Fed Holds But Sends Hawkish Signal; Warsh Downplays Forward Guidance

Fed holds rates steady, sends hawkish signal of possible rate hikes this year. New Chair Warsh stresses restoring price stability, downplays dot plot and forward guidance importance, says will push communication reform and continue anchoring 2% inflation target.

Buffett's Practical Investing 2026-06-23 214

Tightening Cycle Strategy: Allocating Stocks, Gold, Bonds, Cash

Under the Fed's tightening cycle, how to allocate stocks, gold, bonds, and cash? This article analyzes rate hike impacts on asset classes and offers strategy advice shifting from growth to value defense, helping investors balance risk and return when neutral rates rise.

Buffett's Practical Investing 2026-06-24 156

Zhipu Open Source Breakthrough: Counterattack in Global AI Blockade

In June 2025, Zhipu's stock price surged from tens of billions to trillions in HKD. This article analyzes the open vs. closed source battle in global AI and how Zhipu broke through the blockade by Anthropic and others.

Buffett's Practical Investing 2026-06-28 205

Disagreement Behind Unchanged Rates: Middle East Energy Shock and Inflation Risk

In June 2025, the central bank held rates at 3.75%, but two members called for a hike to hedge inflation risk from the Middle East energy shock. CPI rose to 3.3%, posing a complex trade-off for policymakers.

Buffett's Practical Investing 2026-07-02 290

B-share hotspot: Bai Jingting opens new stores, GOODBAI business logic analysis

B-share hotspot focuses on Bai Jingting's new Shanghai stores for GOODBAI and GOODEES WORLD expansion: co-branding with Salomon, Diptyque, New Era etc., covering footwear, clothing, coffee, IP. Includes public sentiment and supply chain support.

Buffett's Practical Investing 2026-07-02 239

MWC Shanghai 6G and satellite internet: observing scale-up and cost reduction

2026 MWC Shanghai observations: 6G integrated sensing, AI-native, and space-air-ground integrated paths are converging, but terminals and ROI still need validation; satellites are entering a scale-up cost-down phase.

Wall Street Giants' Moves 2026-06-05 171

B-Share Hotspot: Goldman Sachs Sees SpaceX AI Revenue 100x by 2030

B-share hotspot: Goldman Sachs predicts SpaceX AI revenue could surge from $3.2B in 2025 to $322B in 2030, about 100x, boosting total revenue and free cash flow.

Wall Street Giants' Moves 2026-06-26 145

GuocoLand Issues S$110M Notes at 2.5% Coupon

GuocoLand plans to issue notes worth S$110M with a 2.5% annual coupon, issued by subsidiary GLL IHT and guaranteed by GuocoLand, for working capital.