The“Ruleof40”isaclassicsoftwareinvestingframework:
Revenuegrowth%+profitabilitymargin%=Ruleof40score
Whyitmatters:sustainingrapidgrowthandstrongprofitabilitysimultaneouslyisexceptionallydifficultforpublicsoftwarecompanies.
>Above40:healthy,sustainable
>Above100:rareterritory.
>Above140:stupendousperformance.
[
阅读全文]
https://x.com/InvestingVisual/status/2052468953037885460?s=20
[
阅读全文]
Top5publicCPOcompaniespoisedforstronggrowthfromtheAInetworkingshift:
1.**Broadcom(AVGO)**:LeadingCPOEthernetswitches(Tomahawk6)alreadyshipping.
2.**NVIDIA(NVDA)**:Quantum/SpectrumCPOplatformsforInfiniBand/EthernetAIclusters.
3.**Marvell(MRVL)**:OpticalDSPs+CelestialAIacquisitionforscale-up.
4.**Coherent(COHR)**:SiliconphotonicsCPOmodulesandlasers.
5.**Lumentum(LITE)**:Keyopticalengi...[
阅读全文]
AI投资8层框架x3类终端
1.能源
2.制造
3.存储
4.芯片+互联
5.算力
6.数据
7.模型+编排
8.应用+执行
可以有两种用法1.查漏补缺，看看哪一块还有不错的机会，我比较看好物理AI
2.评估标的，覆盖层数+不可替代性=护城河深度
护城河S级标的：
$NVDA
$GOOG
$TSLA
$TSM
SpaceX
[
阅读全文]
https://www.iyf.tv/play/bCDCD9Teen9[
阅读全文]
共6季这是最后一集浴血黑帮：不朽传奇https://www.iyf.tv/play/Nq0EFjyQLuQ[
阅读全文]
TheNextBottleneckAfterHBMIsHBF：
https://x.com/jukan05/status/2050164106037211371?s=20
[
阅读全文]
https://bbs.wenxuecity.com/bbs/invstock/2294293.html沃什上位对股票市场的深层重构[
阅读全文]
https://www.wenxuecity.com/news/2026/04/27/126631649.html[
阅读全文]
