Wanism

    Wanism: Insights into tech and digital trends, investment trends, and business perspectives.

    Insights

    Trump and US Debt

    Recently, the market has begun to show some concerns about a June US debt crisis. My view on such claims is that US debt does indeed face some structural pressures, but this does not equate to an imminent substantive crisis.

    Latest Posts

    Application

    Pregnancy Due Date Calculator & Weekly Guide (280-Day Method)

    Calculation method for expected due date and key points of pregnancy care. Explain the calculation principle of Naegele's rule, and list precautions for diet, exercise, sleep, etc. according to the three stages of pregnancy, to help expectant mothers master pregnancy health care points and safely go through the pregnancy process.

    Trend

    Cloudflare RADAR 2024 : Google Maintains Top Position in Global Internet Traffic

    Cloudflare, a leading content delivery network (CDN) provider, released 2024 its annual global network traffic trend report, showing a 17.2% increase in overall traffic compared to the previous year. Google remains the highest traffic generator globally, while the United States remains the primary source region for bot traffic.

    Trend

    Amazon Releases Foundation Model Nova

    After observing major tech players' AI strategies throughout the year, Amazon's approach as the cloud service leader has been particularly intriguing. Amazon unveiled its foundation models, Amazon Nova, at AWS re:Invent 2024 held during Dec. 2-6, 2024.

    Insights

    NVIDIA (NVDA) FY25 Q3 Earnings Review (Aug-Oct 2024)

    The AI titan NVIDIA released its FY25 Q3 (Aug-Oct 2024) earnings after the bell on November 20th. The company beat Wall Street consensus on both revenue and earnings fronts. Next quarter's guidance fell short of more bullish buy-side expectations, leading to a roughly -2.5% decline in after-hours trading.

    Trend

    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.

    Insights

    Microsoft (MSFT) FY25 Q1 Earnings Review (Jul-Sep 2024)

    Productivity tech giant Microsoft (MSFT) reported its FY25 Q1 earnings (first quarter of fiscal year 2025) after the closing bell on October 30, beating Wall Street expectations on revenue and earnings. However, with the closely-watched Azure cloud business showing decelerating growth, shares dropped approximately -3.6% in after-hours trading.

    Insights

    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.

    Insights

    Alphabet (GOOG) Q3 2024 Earnings Review (Jul-Sep 2024)

    Search and advertising giant Google's parent company, Alphabet, posted its Q3 2024 earnings after market close on October 29, beating market expectations on revenue and profit fronts. Cloud services accelerated impressive growth, addressing market concerns about "whether AI demand is real ?" The stock surged +5.8% in after-hours trading.

    Trend

    Anthropic Launches Computer Use

    As Large Language Models (LLMs) demonstrate increasingly powerful reasoning capabilities, enabling AI to decompose tasks independently has become the next crucial development phase. AI Agents represent the next frontier that all major tech companies pursue, exemplified by Anthropic's launch of Computer Use and Microsoft's announcement of customizable Copilot Studio.

    Insights

    Tesla (TSLA) Q3 2024 Earnings Review (Jul-Sep 2024)

    EV giant Tesla reported Q3 2024 results after the bell on October 23. Despite slightly missing market expectations in revenue, gross margins and operating margins beat analyst estimates. The company also announced the timing for its lower-priced vehicle production in H1 2025, sending the stock soaring nearly +12% in after-hours trading.

    Insights

    Netflix (NFLX) Q3 2024 Earnings Review (Jul-Sep 2024)

    The streaming giant Netflix (NFLX) released its Q3 2024 (Jul-Sep 2024) earnings report after market close on 10/17, exceeding Wall Street analysts' consensus expectations in revenue and profit. Netflix had already delivered four consecutive quarters of accelerating growth before this quarter's earnings, and this strong performance continues that momentum.

    Insights

    Evaluation of Mānuka Honey

    In New Zealand, the term "Mānuka Honey" is not just a label but a strictly regulated quality assurance. From MGO content to UMF ratings and TA+ Indicator, this honey's journey from hive to global markets showcases how tradition and science can create a premium product.

    Trend

    OpenAI Releases o1-preview model

    In a significant power move, OpenAI unleashed its o1-preview model on September 12, 2024, touting it as an AI powerhouse capable of complex reasoning. The model is now available for a test drive in ChatGPT and via API.

    Insights

    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.

    Trend

    xAI Releases Grok-2

    In the AI race, a new contender is rising. On August 13, Elon Musk's xAI launched Grok-2 and Grok-2 mini, reshaping the market landscape with these new AI model iterations.

    Insights

    Meta Platforms (META) Q2 2024 Earnings Review

    The social media giant Meta Platforms (META) released its Q2 2024 earnings report (April to June 2024) after the US market closed on July 31, beating market expectations for both revenue and profits.

    Insights

    Microsoft (MSFT) FY24 Q4 Earnings Review(Apr-Jun 2024)

    The software and cloud services giant Microsoft (MSFT) dropped its FY24 Q4 earnings report (April to June 2024) after the bell on July 30. Growth rates across all three segments slowed compared to the previous quarter, with the closely-watched Azure business growth falling short of market consensus.

    Trend

    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.

    Insights

    Tesla (TSLA) Q2 2024 Earnings Review

    EV giant Tesla (TSLA) dropped its Q2'24 earnings report (April to June 2024) after the bell on 7/23. The results beat the Street on revenue but came in slightly below expectations on earnings.

    Insights

    Netflix (NFLX) Q2 2024 Earnings Review

    Streaming giant Netflix (NFLX) dropped its Q2'24 earnings report (April-June 2024) after the bell on 7/18, delivering numbers that beat the Street's expectations. The company outperformed on both top and bottom lines.

    Application

    Reverse Image Search by Google, Yandex, and Bing

    Reverse Image Search for photos and pictures, find similar or higher resolution versions, check if other suppliers are also selling the same product, and use a profile photo to find a person. Select upload an image, click on the search engine, and search for images with your mobile is straightforward.

    Trend

    Electricity Shortage of AI

    Electricity shortages have become a critical bottleneck as AI's rapid development leads to soaring power demands. Explores potential power sources like solar, wind, and nuclear energy while also examining how pursuing efficiency in AI algorithms and chips could help alleviate the power crunch in the long run.

    Trend

    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.

    Cyclical Investing

    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.

    Trend

    NVIDIA Unveils Blackwell at GTC

    NVIDIA has made several key announcements at the recent GTC (GPU Technology Conference). Firstly, NVIDIA officially launched its next-generation AI GPU—the Blackwell B100. However, the keynote emphasized the entire Blackwell platform instead of focusing solely on the B100 graphics card.

    Cyclical Investing

    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.

    Cyclical Investing

    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.

    Economics

    When the U.S. Stock Market Faces Major Wars: A Historical Analysis and Impact

    During recent events such as the Russia-Ukraine war and the Israeli–Palestinian conflict, global financial markets have been significantly disrupted. This article revisits history to explore the performance of the U.S. stock market during past major wars, revealing the short-term and long-term impacts of war on the stock market.

    Economics

    Exploring the Three Oil Crisis: The History of Energy Crisis and Their Extensive Impact on the Global Economy

    Before delving into the profound impact of the oil energy market on the global economy, let's revisit the three major oil crisis of 1973, 1979, and 1990 to discuss their profound effects on the global economic and political landscape. History shows the strategic importance of the oil market and how these crisis have spurred nations to diversify their energy sources and reduce dependence on oil.

    Insights

    Nvidia (NVDA) Q3 FY2023 Earnings Report and Stock Forecase

    NVIDIA (Nasdaq: NVDA) Q3 FY2023 revenue decreased by 17% to 5.93 billion US dollars, better than the expected 5.77 billion, and EPS halved to 0.58 US dollars, lower than expected. The gross profit margin rebounded to 56.1% under the lower inventory cost. Although the Q4 revenue is slightly lower than the market consensus, the gross profit margin expects to recover further.

    Insights

    NXPI Q3 2022 Earnings Report Release

    NXP Semiconductors (NASDAQ: NXPI), the world's second-largest automotive semiconductor manufacturer, announced its Q3 earnings report and financial results. Rev…

    Insights

    First Look at NVIDIA’s Q1 FY2023 Financial Results

    NVIDIA(NVDA) announced its Q1FY23 Financial Results(Earnings Report) on May 25th. Both revenue and profit beat Wall Street expectations. However, the Q2 revenue outlook is relatively conservative, and the market once showed insufficient confidence in NVIDIA's stock price. In the past two years, NVIDIA's revenue and profit increased rapidly. Is the future prospect still so good? This article will lead you to look deep into NVIDIA's operating conditions.