This Saturday, there's something to watch: Warren Buffett's successor, Abel, will release his first annual shareholder letter. Several pieces of information can be gleaned from this: 1. Abel's investment style and preferred sectors. 2. His outlook on the market and his views on AI. 3. Berkshire Hathaway's strategy for managing its massive cash reserves: whether to wait for opportunities to invest in sectors Abel favors, or to use share buybacks or cash dividends.

The best index is the EWYG, without the K-pop premium. It's better than the semiconductors from China and South Korea. When the memory shortage turns into a complete supply disruption next month, the market will become even more volatile.

Seven hours ago, $XYZ announced it would lay off half its staff to improve efficiency through agent workflows, causing its stock price to surge 23% instantly. This kind of money is perfect for Equation to make @Vida_BWE. Its information gathering and order placement speed is definitely much faster than these so-called Wall Street elites. If the programmers around you or your company haven't yet adopted agent workflows, the potential for AI development is enormous. This is a revolution in productivity; many companies are still operating at the cost of horse-drawn carriages.

Samsung and SK Hynix stocks have plummeted; things don't look good for them these next few days. Duan Yongping once said, "Selling stocks is easy, but buying a better one is difficult."

Tomorrow I'll write down my prediction strategy for the peak of this wave of Korean stock indices, including SK Hynix, and give a forecast, including the expected timing. It's too late, I'll write it tomorrow. Goodnight, everyone.

Nvidia will unveil its next-generation GPU chip, Feynman, at the GTC conference on March 16th. After checking the information, one noteworthy point is that Nvidia, for the first time, will break its 100% reliance on TSMC with the Feynman generation, outsourcing 25% of its silicon content (mainly I/O and packaging) to Intel. However, I don't plan to buy Intel products anymore. I read a quote from Apple CEO Steve Jobs in his 1995 interview, "The Lost Interview," which was very insightful. Great companies/people focus on product, content, and innovation. (They spend their main funds on operational efficiency.) Mediocre/outdated companies focus on processes, management, and bureaucracy, leading to the marginalization of their products. (Successful companies spend their main funds on management efficiency.) Jobs said similar things on many occasions during his lifetime. Intel clearly falls into the latter category, and the reason why buying it is also due to the negative impact of last month's bet on Intel's financial report, causing the price of low-quality Intc 54 memory to plummet to $45. Another point is that it's double the price of the previous generation of memory.

$ewy This is a buying opportunity for those who haven't yet boarded the train.

Collapse, death

This is a huge project. We need to filter out bloggers who easily post irrelevant or worthless content every day. We need to maintain a high level of focus. In this era of information overload, your attention is the most valuable resource. We need to block a wave of posts every day.

That was a bit extreme; I just blocked everything related to crypto, and I left most of the crypto groups. I need to stay highly focused. I hope the information I see on Twitter is all AI-generated stock news, and not these fake exchange scams and bloggers promoting them.