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What happened in tech that actually mattered, and what did it mean?

Arcane Season 2 streaming on Netflix

Arcane Season 2, launched on Netflix on November 23, stands as a masterpiece in storytelling and visual artistry, even for those unfamiliar with League of Legends. Remarkably, the show cost $250 million for just 18 episodes over two seasons, taking nine years to develop.

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Investment Decisions of Cyclical Investors

In the last article, we introduced the three pivotal investment decisions. This article will dissect how cyclical investors can harness these principles: what, how much, and when to buy. First, an introduction to a crucial concept for cyclical investors: mean reversion.

The Three Key Aspects of Investment Decision-Making

A profound understanding of the importance of long-term investment and stable returns is acquired in mastering financial knowledge. Moving to the practical aspect, the core of an investment strategy decision-making process can be subdivided into three critical questions: ‘What to buy,’ ‘How much to buy,’ and ‘When to buy.

Rationally Facing Investment Risks

Systematic risk affects the entire market, while unsystematic risk is specific to individual investments. Should focus on actual risk rather than perceived risk, be cautious at market peaks, and prioritize minimizing losses in bear markets over maximizing gains in bull markets to achieve long-term outperformance.

Wanism’s Newsletter

What happened in tech that actually mattered, and what did it mean?

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Meta Platforms (META) Q3 2024 Earnings Review

Social media giant Meta released its Q3 2024 earnings after market close on October 30, delivering solid results that beat market expectations on revenue and profits. Meta raised its capital expenditure outlook, citing continued heavy infrastructure requirements for AI initiatives. The stock traded down approximately 3% in pre-market trading.

Meta Releases Llama 3.1

Meta released the Llama 3.1 large language model (LLM) on July 23. This new model is undoubtedly a game-changer in open-source AI.

Meta Releases Llama 3

One of the highlights of this week’s AI news is that Meta officially released partial versions of its open-source model, Llama 3. Although some argue that Llama’s current license agreement is not fully open source, it can be considered open source to a certain extent, with Meta retaining some profit potential.

NVIDIA (NVDA) FY25 Q2 Earnings Review

AI and GPU giant NVIDIA (NVDA) released its FY2025 Q2 earnings (May to July 2024) after the bell on 8/28. While both revenue and earnings beat analyst expectations, the market is anticipating even more.

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