Skip to main content

· 12 min read

01

Highlight:
1)The name Palantir comes from the "Crystal of Truth" (Palantiri) in "The Lord of the Rings" - seeing the deep value behind the data. It once helped the US government kill bin Laden with its powerful Data Analysis capabilities, and has since successfully expanded into non-governmental businesses, with layouts in AI, finance, insurance, healthcare, and other fields. Its revenue has grown at a very high compound annual growth rate in the past 16 years.

· 12 min read

01

Highlight:
ARK Ark Fund currently holds nearly $800 million worth of Tesla stock, making Tesla the largest holding of its ARKK Fund. This indicates that Mu Jie's confidence in its future remains unchanged, and she believes that Tesla's return to the throne is only a matter of time.

· 15 min read

01

Highlight:
Historically, halving the block reward will cause significant fluctuations in the price of Bitcoin in the previous year. In the previous three times, the price of Bitcoin had a significant increase. Following a similar rhythm, by the end of 2024, Bitcoin is likely to break through $100,000.

· 13 min read

01

Highlight:
Adobe's first take-off was due to the conversion of a one-time purchase license system to a subscription system. Although the financial data entered a short-term trough of transformation, with the manifestation of the cloud strategy, the company's revenue grew rapidly in the following five years, and the stock price rose more than seven times.

· 12 min read

01

Highlight:
Coinbase's financial performance has always been very volatile. It has proven that it can ride the wave of the cryptocurrency market to earn extremely considerable profits, but it is difficult to recover when the cryptocurrency market turns bearish.

· 15 min read

01

Highlight:

Duolingo is expected to become one of the companies with the most opportunities to use AI to rapidly develop their business. The co-founder's graduate thesis is about how AI can help humanity. Duolingo may have been born for this opportunity.

· 14 min read
01

Highlight:
1)India's economy is another miracle after China. In the past 20 years, the MSCI India Index has risen by over 900%, far exceeding the S&P 500 Index and the MSCI Emerging Markets Index. Currently, India has become the third largest weight in the MSCI Emerging Markets Index.

Contact us